Wealth Enhancement Advisory Services’s Vanguard Utilities ETF VPU Stock Holding History

Wealth Enhancement Advisory Services’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	$5.03M	Buy	25,624 +11,935	+87%	+$2.34M	0.01%	1003
2026 Q1	$2.74M	Sell	13,689 -8,876	-39%	-$1.72M	0.01%	1221
2025 Q4	$4.21M	Buy	22,565 +1,525	+7%	+$293K	0.01%	1105
2025 Q3	$4.11M	Buy	21,040 +1,042	+5%	+$191K	0.01%	1041
2025 Q2	$3.54M	Buy	19,998 +885	+5%	+$153K	0.01%	1060
2025 Q1	$3.26M	Buy	19,113 +10,614	+125%	+$1.79M	0.01%	1006
2024 Q4	$1.39M	Buy	8,499 +2,577	+44%	+$441K	﹤0.01%	1367
2024 Q3	$1.03M	Buy	5,922 +1,020	+21%	+$164K	﹤0.01%	1375
2024 Q2	$725K	Buy	4,902 +1,033	+27%	+$154K	﹤0.01%	1430
2024 Q1	$552K	Buy	3,869 +87	+2%	+$11.8K	﹤0.01%	1523
2023 Q4	$518K	Sell	3,782 -947	-20%	-$125K	﹤0.01%	1480
2023 Q3	$603K	Buy	+4,729	New	+$661K	﹤0.01%	1330

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

Wealth Enhancement Advisory Services's VPU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Utilities ETF (VPU) stake by 87% in Q2 2026, buying an estimated $2.34M and bringing the position to 25,624 shares worth $5.03M. The position accounts for 0.01% of the portfolio, ranked #1003.

Wealth Enhancement Advisory Services first reported a position in VPU in Q3 2023 and has held it in 12 quarters since. 694 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Wealth Enhancement Advisory Services held 25,624 shares of Vanguard Utilities ETF worth $5.03M as of Q2 2026.
Wealth Enhancement Advisory Services bought 11,935 Vanguard Utilities ETF shares in Q2 2026, an estimated $2.34M.
Vanguard Utilities ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1003 holding.
Wealth Enhancement Advisory Services first reported a position in Vanguard Utilities ETF in Q3 2023 and has held it in 12 quarters since.
694 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.