WEG
VPU

World Equity Group’s Vanguard Utilities ETF VPU Stock Holding History

World Equity Group’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 		$555K Buy
2,837
+1,822
+180% +$357K 0.12% 194
2026
Q1 		$201K Buy
+1,015
New +$197K 0.05% 361
2025
Q1 		– Sell
-2,604
Closed -$426K – 382
2024
Q4 		$426K Buy
2,604
+1,302
+100% +$223K 0.09% 214
2024
Q3 		$227K Buy
+1,302
New +$209K 0.08% 230
2024
Q1 		– Sell
-1,961
Closed -$269K – 368
2023
Q4 		$269K Sell
1,961
-167
-8% -$22K 0.05% 269
2023
Q3 		$271K Buy
2,128
+41
+2% +$5.74K 0.06% 276
2023
Q2 		$297K Buy
+2,087
New +$306K 0.09% 247
2023
Q1 		– Sell
-2,397
Closed -$368K – 588
2022
Q4 		$368K Sell
2,397
-83
-3% -$12.3K 0.09% 223
2022
Q3 		$353K Sell
2,480
-52
-2% -$8.29K 0.09% 213
2022
Q2 		$386K Sell
2,532
-43
-2% -$6.77K 0.1% 218
2022
Q1 		$417K Buy
+2,575
New +$389K 0.09% 231

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

World Equity Group's VPU Position: Q2 2026 in Review

World Equity Group increased its Vanguard Utilities ETF (VPU) stake by 180% in Q2 2026, buying an estimated $357K and bringing the position to 2,837 shares worth $555K. The position accounts for 0.12% of the portfolio, ranked #194.

World Equity Group first reported a position in VPU in Q1 2022 and has held it in 11 quarters since. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • World Equity Group held 2,837 shares of Vanguard Utilities ETF worth $555K as of Q2 2026.
  • World Equity Group bought 1,822 Vanguard Utilities ETF shares in Q2 2026, an estimated $357K.
  • Vanguard Utilities ETF made up 0.12% of World Equity Group's portfolio in Q2 2026, its #194 holding.
  • World Equity Group first reported a position in Vanguard Utilities ETF in Q1 2022 and has held it in 11 quarters since.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.