WA
VPU

Waverly Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Waverly 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 		$2.67M Sell
13,624
-594
-4% -$116K 0.02% 630
2026
Q1 		$2.82M Buy
14,218
+228
+2% +$44.3K 0.02% 566
2025
Q4 		$2.59M Buy
13,990
+2,220
+19% +$426K 0.02% 532
2025
Q3 		$2.23M Sell
11,770
-121
-1% -$22.2K 0.02% 492
2025
Q2 		$2.1M Buy
11,891
+9
+0.1% +$1.55K 0.02% 480
2025
Q1 		$2.03M Buy
11,882
+991
+9% +$167K 0.02% 474
2024
Q4 		$1.78M Buy
10,891
+369
+4% +$63.2K 0.03% 407
2024
Q3 		$1.83M Sell
10,522
-129
-1% -$20.7K 0.03% 345
2024
Q2 		$1.58M Buy
10,651
+8,297
+352% +$1.24M 0.03% 359
2024
Q1 		$336K Buy
+2,354
New +$318K 0.01% 544

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

Waverly Advisors's VPU Position: Q2 2026 in Review

Waverly Advisors reduced its Vanguard Utilities ETF (VPU) stake by 4.2% in Q2 2026, selling an estimated $116K and leaving 13,624 shares worth $2.67M. The position accounts for 0.02% of the portfolio, ranked #630.

Waverly Advisors first reported a position in VPU in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.82M in Q1 2026. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Waverly Advisors held 13,624 shares of Vanguard Utilities ETF worth $2.67M as of Q2 2026.
  • Waverly Advisors sold 594 Vanguard Utilities ETF shares in Q2 2026, an estimated $116K.
  • Vanguard Utilities ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #630 holding.
  • Waverly Advisors first reported a position in Vanguard Utilities ETF in Q1 2024 and has held it in 10 quarters since.
  • Waverly Advisors's Vanguard Utilities ETF position peaked at $2.82M in Q1 2026.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.