VSM Wealth Advisory’s Vanguard Utilities ETF VPU Stock Holding History

VSM Wealth Advisory’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	$196K	Hold	1,001	–	–	0.05%	115
2026 Q1	$198K	Hold	1,001	–	–	0.06%	109
2025 Q4	$185K	Hold	1,001	–	–	0.06%	111
2025 Q3	$190K	Sell	1,001 -32	-3%	-$5.86K	0.06%	92
2025 Q2	$182K	Sell	1,033 -87	-8%	-$15K	0.06%	99
2025 Q1	$191K	Sell	1,120 -21	-2%	-$3.55K	0.07%	92
2024 Q4	$186K	Buy	+1,141	New	+$195K	0.07%	89

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VSM Wealth Advisory's VPU Position: Q2 2026 in Review

VSM Wealth Advisory held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,001 shares worth $196K. The position accounts for 0.05% of the portfolio, ranked #115.

VSM Wealth Advisory first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. The position peaked at $198K in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

VSM Wealth Advisory held 1,001 shares of Vanguard Utilities ETF worth $196K as of Q2 2026.
VSM Wealth Advisory left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.05% of VSM Wealth Advisory's portfolio in Q2 2026, its #115 holding.
VSM Wealth Advisory first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Vanguard Utilities ETF position peaked at $198K in Q1 2026.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.