Westside Investment Management’s Vanguard Utilities ETF VPU Stock Holding History

Westside Investment Management’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	$5.29K	Hold	27	–	–	﹤0.01%	1240
2026 Q1	$5.35K	Hold	27	–	–	﹤0.01%	1239
2025 Q4	$5K	Hold	27	–	–	﹤0.01%	1230
2025 Q3	$5.11K	Hold	27	–	–	﹤0.01%	1265
2025 Q2	$4.77K	Hold	27	–	–	﹤0.01%	1154
2025 Q1	$4.61K	Buy	27 +17	+170%	+$2.87K	﹤0.01%	789
2024 Q4	$1.63K	Buy	+10	New	+$1.71K	﹤0.01%	913

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

Westside Investment Management's VPU Position: Q2 2026 in Review

Westside Investment Management held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 27 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Westside Investment Management first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.35K in Q1 2026. 696 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Westside Investment Management held 27 shares of Vanguard Utilities ETF worth $5.29K as of Q2 2026.
Westside Investment Management left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1240 holding.
Westside Investment Management first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
Westside Investment Management's Vanguard Utilities ETF position peaked at $5.35K in Q1 2026.
696 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.