WANY
VPU

Wealthspire Advisors (New York)’s Vanguard Utilities ETF VPU Stock Holding History

Wealthspire Advisors (New York)’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 		$3.29M Buy
16,805
+178
+1% +$34.9K 0.02% 330
2026
Q1 		$3.29M Sell
16,627
-23
-0.1% -$4.47K 0.03% 210
2025
Q4 		$3.08M Hold
16,650
– – 0.02% 227
2025
Q3 		$3.15M Buy
16,650
+220
+1% +$40.3K 0.02% 208
2025
Q2 		$2.9M Sell
16,430
-40
-0.2% -$6.9K 0.02% 225
2025
Q1 		$2.81M Hold
16,470
– – 0.02% 226
2024
Q4 		$2.69M Hold
16,470
– – 0.03% 208
2024
Q3 		$2.87M Sell
16,470
-406
-2% -$65.3K 0.03% 196
2024
Q2 		$2.5M Sell
16,876
-274
-2% -$40.8K 0.03% 178
2024
Q1 		$2.45M Sell
17,150
-124
-0.7% -$16.8K 0.03% 173
2023
Q4 		$2.37M Buy
17,274
+20
+0.1% +$2.64K 0.03% 170
2023
Q3 		$2.2M Sell
17,254
-109
-0.6% -$15.2K 0.04% 160
2023
Q2 		$2.47M Hold
17,363
– – 0.04% 133
2023
Q1 		$2.56M Hold
17,363
– – 0.04% 130
2022
Q4 		$2.66M Sell
17,363
-62
-0.4% -$9.19K 0.05% 131
2022
Q3 		$2.48M Sell
17,425
-202
-1% -$32.2K 0.05% 124
2022
Q2 		$2.69M Buy
17,627
+14,825
+529% +$2.33M 0.06% 120
2022
Q1 		$453K Sell
2,802
-97
-3% -$14.7K 0.01% 286
2021
Q4 		$453K Sell
2,899
-502
-15% -$74K 0.01% 337
2021
Q3 		$473K Buy
+3,401
New +$497K 0.01% 367
2021
Q2 		– Sell
-3,677
Closed -$517K – 659
2021
Q1 		$517K Buy
+3,677
New +$501K 0.01% 391

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 22.9% 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

Wealthspire Advisors (New York)'s VPU Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Utilities ETF (VPU) stake by 1.1% in Q2 2026, buying an estimated $34.9K and bringing the position to 16,805 shares worth $3.29M. The position accounts for 0.02% of the portfolio, ranked #330.

Wealthspire Advisors (New York) first reported a position in VPU in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.29M in Q1 2026. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Wealthspire Advisors (New York) held 16,805 shares of Vanguard Utilities ETF worth $3.29M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 178 Vanguard Utilities ETF shares in Q2 2026, an estimated $34.9K.
  • Vanguard Utilities ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #330 holding.
  • Wealthspire Advisors (New York) first reported a position in Vanguard Utilities ETF in Q1 2021 and has held it in 21 quarters since.
  • Wealthspire Advisors (New York)'s Vanguard Utilities ETF position peaked at $3.29M in Q1 2026.
  • 697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.