Wall Street Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

Wall Street Financial Group’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	$1.44M	Buy	7,363 +143	+2%	+$28K	0.77%	35
2026 Q1	$1.43M	Sell	7,220 -804	-10%	-$156K	0.85%	27
2025 Q4	$1.48M	Buy	8,024 +165	+2%	+$31.7K	1.08%	21
2025 Q3	$1.49M	Sell	7,859 -355	-4%	-$65K	1.09%	25
2025 Q2	$1.45M	Sell	8,214 -4,393	-35%	-$758K	1.31%	21
2025 Q1	$2.15M	Buy	12,607 +3,790	+43%	+$640K	2.23%	13
2024 Q4	$1.44M	Buy	8,817 +1,419	+19%	+$243K	1.41%	16
2024 Q3	$1.29M	Buy	7,398 +3,121	+73%	+$502K	1.36%	17
2024 Q2	$633K	Buy	+4,277	New	+$637K	1.08%	19

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

Wall Street Financial Group's VPU Position: Q2 2026 in Review

Wall Street Financial Group increased its Vanguard Utilities ETF (VPU) stake by 2% in Q2 2026, buying an estimated $28K and bringing the position to 7,363 shares worth $1.44M. The position accounts for 0.77% of the portfolio, ranked #35.

Wall Street Financial Group first reported a position in VPU in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.15M in Q1 2025. 694 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Wall Street Financial Group held 7,363 shares of Vanguard Utilities ETF worth $1.44M as of Q2 2026.
Wall Street Financial Group bought 143 Vanguard Utilities ETF shares in Q2 2026, an estimated $28K.
Vanguard Utilities ETF made up 0.77% of Wall Street Financial Group's portfolio in Q2 2026, its #35 holding.
Wall Street Financial Group first reported a position in Vanguard Utilities ETF in Q2 2024 and has held it in 9 quarters since.
Wall Street Financial Group's Vanguard Utilities ETF position peaked at $2.15M in Q1 2025.
694 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.