WAP
VPU

Wealthcare Advisory Partners’s Vanguard Utilities ETF VPU Stock Holding History

Wealthcare Advisory Partners’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 		$713K Buy
3,641
+34
+0.9% +$6.67K 0.01% 603
2026
Q1 		$715K Sell
3,607
-170
-5% -$33K 0.01% 596
2025
Q4 		$699K Buy
3,777
+555
+17% +$107K 0.01% 597
2025
Q3 		$610K Sell
3,222
-87
-3% -$15.9K 0.01% 630
2025
Q2 		$584K Buy
3,309
+1,476
+81% +$255K 0.01% 606
2025
Q1 		$313K Buy
1,833
+255
+16% +$43.1K 0.01% 732
2024
Q4 		$258K Sell
1,578
-412
-21% -$70.5K 0.01% 763
2024
Q3 		$346K Sell
1,990
-165
-8% -$26.5K 0.01% 669
2024
Q2 		$319K Sell
2,155
-617
-22% -$91.9K 0.01% 652
2024
Q1 		$395K Buy
2,772
+291
+12% +$39.3K 0.01% 593
2023
Q4 		$340K Sell
2,481
-45
-2% -$5.94K 0.01% 574
2023
Q3 		$322K Sell
2,526
-373
-13% -$52.2K 0.01% 533
2023
Q2 		$412K Sell
2,899
-390
-12% -$57.1K 0.02% 488
2023
Q1 		$485K Sell
3,289
-49
-1% -$7.25K 0.02% 464
2022
Q4 		$512K Buy
3,338
+55
+2% +$8.15K 0.02% 416
2022
Q3 		$467K Buy
3,283
+623
+23% +$99.3K 0.03% 377
2022
Q2 		$405K Sell
2,660
-32
-1% -$5.04K 0.02% 371
2022
Q1 		$436K Sell
2,692
-1,092
-29% -$165K 0.03% 335
2021
Q4 		$592K Buy
3,784
+2,140
+130% +$316K 0.04% 287
2021
Q3 		$229K Buy
+1,644
New +$240K 0.02% 490
2021
Q2 		– Sell
-1,193
Closed -$168K – 1840
2021
Q1 		$168K Buy
+1,193
New +$163K 0.01% 522
2020
Q2 		– Sell
-1,138
Closed -$139K – 1330
2020
Q1 		$139K Sell
1,138
-201
-15% -$28.3K 0.02% 322
2019
Q4 		$191K Buy
1,339
+8
+0.6% +$1.13K 0.02% 306
2019
Q3 		$191K Buy
1,331
+54
+4% +$7.41K 0.03% 283
2019
Q2 		$170K Buy
1,277
+120
+10% +$15.7K 0.03% 290
2019
Q1 		$150K Sell
1,157
-65
-5% -$8.06K 0.03% 275
2018
Q4 		$144K Buy
1,222
+82
+7% +$9.93K 0.03% 255
2018
Q3 		$134K Hold
1,140
– – 0.02% 285
2018
Q2 		$132K Buy
1,140
+850
+293% +$95.5K 0.03% 281
2018
Q1 		$32K Hold
290
– – 0.01% 485
2017
Q4 		$34K Sell
290
-40
-12% -$4.83K 0.01% 438
2017
Q3 		$39K Buy
+330
New +$39K 0.01% 340

Other funds holding VPU

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Wealthcare Advisory Partners's VPU Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Vanguard Utilities ETF (VPU) stake by 0.94% in Q2 2026, buying an estimated $6.67K and bringing the position to 3,641 shares worth $713K. The position accounts for 0.01% of the portfolio, ranked #603.

Wealthcare Advisory Partners first reported a position in VPU in Q3 2017 and has held it in 32 quarters since. The position peaked at $715K in Q1 2026. 167 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Wealthcare Advisory Partners held 3,641 shares of Vanguard Utilities ETF worth $713K as of Q2 2026.
  • Wealthcare Advisory Partners bought 34 Vanguard Utilities ETF shares in Q2 2026, an estimated $6.67K.
  • Vanguard Utilities ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #603 holding.
  • Wealthcare Advisory Partners first reported a position in Vanguard Utilities ETF in Q3 2017 and has held it in 32 quarters since.
  • Wealthcare Advisory Partners's Vanguard Utilities ETF position peaked at $715K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.