VWA
VPU

Visionary Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Visionary Wealth Advisors’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.61M Sell
13,310
-11,306
-46% -$2.22M 0.1% 181
2026
Q1 		$4.88M Sell
24,616
-55
-0.2% -$10.7K 0.22% 114
2025
Q4 		$4.57M Buy
24,671
+326
+1% +$62.6K 0.21% 120
2025
Q3 		$4.61M Buy
24,345
+162
+0.7% +$29.7K 0.22% 110
2025
Q2 		$4.27M Buy
24,183
+1,024
+4% +$177K 0.22% 111
2025
Q1 		$3.96M Buy
23,159
+12,361
+114% +$2.09M 0.24% 113
2024
Q4 		$1.76M Buy
10,798
+4,451
+70% +$762K 0.1% 186
2024
Q3 		$1.1M Sell
6,347
-2,866
-31% -$461K 0.07% 239
2024
Q2 		$1.36M Sell
9,213
-10,045
-52% -$1.5M 0.09% 215
2024
Q1 		$2.75M Buy
19,258
+8,213
+74% +$1.11M 0.19% 135
2023
Q4 		$1.51M Buy
11,045
+8,753
+382% +$1.16M 0.11% 189
2023
Q3 		$292K Sell
2,292
-1,399
-38% -$196K 0.02% 370
2023
Q2 		$525K Sell
3,691
-4,309
-54% -$631K 0.04% 289
2023
Q1 		$1.18M Buy
8,000
+6,026
+305% +$892K 0.1% 181
2022
Q4 		$303K Sell
1,974
-2,524
-56% -$374K 0.03% 316
2022
Q3 		$640K Buy
4,498
+2,073
+85% +$330K 0.07% 196
2022
Q2 		$369K Buy
2,425
+655
+37% +$103K 0.03% 287
2022
Q1 		$286K Buy
+1,770
New +$268K 0.02% 335

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Visionary Wealth Advisors's VPU Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Vanguard Utilities ETF (VPU) stake by 46% in Q2 2026, selling an estimated $2.22M and leaving 13,310 shares worth $2.61M. The position accounts for 0.1% of the portfolio, ranked #181.

Visionary Wealth Advisors first reported a position in VPU in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.88M in Q1 2026. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Visionary Wealth Advisors held 13,310 shares of Vanguard Utilities ETF worth $2.61M as of Q2 2026.
  • Visionary Wealth Advisors sold 11,306 Vanguard Utilities ETF shares in Q2 2026, an estimated $2.22M.
  • Vanguard Utilities ETF made up 0.1% of Visionary Wealth Advisors's portfolio in Q2 2026, its #181 holding.
  • Visionary Wealth Advisors first reported a position in Vanguard Utilities ETF in Q1 2022 and has held it in 18 quarters since.
  • Visionary Wealth Advisors's Vanguard Utilities ETF position peaked at $4.88M in Q1 2026.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.