WLIM
VPU

White Lighthouse Investment Management’s Vanguard Utilities ETF VPU Stock Holding History

White Lighthouse 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 		$3.45M Sell
17,610
-1,114
-6% -$218K 0.43% 37
2026
Q1 		$3.71M Buy
18,724
+50
+0.3% +$9.71K 0.51% 34
2025
Q4 		$3.46M Sell
18,674
-58
-0.3% -$11.1K 0.48% 37
2025
Q3 		$3.55M Sell
18,732
-973
-5% -$178K 0.54% 34
2025
Q2 		$3.48M Buy
19,705
+12,343
+168% +$2.13M 0.57% 34
2025
Q1 		$1.26M Buy
7,362
+2,724
+59% +$460K 0.22% 60
2024
Q4 		$758K Buy
4,638
+307
+7% +$52.5K 0.13% 73
2024
Q3 		$754K Buy
4,331
+1,432
+49% +$230K 0.14% 75
2024
Q2 		$429K Buy
2,899
+255
+10% +$38K 0.08% 89
2024
Q1 		$377K Sell
2,644
-31
-1% -$4.19K 0.08% 91
2023
Q4 		$367K Sell
2,675
-153
-5% -$20.2K 0.08% 93
2023
Q3 		$361K Sell
2,828
-345
-11% -$48.3K 0.09% 93
2023
Q2 		$451K Sell
3,173
-310
-9% -$45.4K 0.11% 83
2023
Q1 		$514K Buy
3,483
+35
+1% +$5.18K 0.13% 80
2022
Q4 		$529K Buy
3,448
+524
+18% +$77.6K 0.14% 78
2022
Q3 		$416K Buy
2,924
+762
+35% +$121K 0.12% 79
2022
Q2 		$329K Sell
2,162
-2
-0.1% -$315 0.09% 88
2022
Q1 		$350K Buy
2,164
+40
+2% +$6.05K 0.09% 88
2021
Q4 		$332K Buy
2,124
+158
+8% +$23.3K 0.08% 91
2021
Q3 		$274K Buy
1,966
+193
+11% +$28.2K 0.07% 95
2021
Q2 		$246K Buy
1,773
+31
+2% +$4.44K 0.07% 107
2021
Q1 		$245K Buy
1,742
+107
+7% +$14.6K 0.08% 105
2020
Q4 		$224K Hold
1,635
– – 0.07% 110
2020
Q3 		$211K Buy
+1,635
New +$212K 0.07% 110

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

White Lighthouse Investment Management's VPU Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its Vanguard Utilities ETF (VPU) stake by 5.9% in Q2 2026, selling an estimated $218K and leaving 17,610 shares worth $3.45M. The position accounts for 0.43% of the portfolio, ranked #37.

White Lighthouse Investment Management first reported a position in VPU in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.71M in Q1 2026. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • White Lighthouse Investment Management held 17,610 shares of Vanguard Utilities ETF worth $3.45M as of Q2 2026.
  • White Lighthouse Investment Management sold 1,114 Vanguard Utilities ETF shares in Q2 2026, an estimated $218K.
  • Vanguard Utilities ETF made up 0.43% of White Lighthouse Investment Management's portfolio in Q2 2026, its #37 holding.
  • White Lighthouse Investment Management first reported a position in Vanguard Utilities ETF in Q3 2020 and has held it in 24 quarters since.
  • White Lighthouse Investment Management's Vanguard Utilities ETF position peaked at $3.71M in Q1 2026.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.