WIA
VPU

World Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

World Investment Advisors’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 		$1.49M Sell
7,527
-648
-8% -$127K 0.02% 571
2026
Q1 		$1.62M Buy
8,175
+303
+4% +$58.9K 0.03% 547
2025
Q4 		$1.46M Buy
7,872
+870
+12% +$167K 0.02% 563
2025
Q3 		$1.33M Buy
7,002
+828
+13% +$152K 0.03% 498
2025
Q2 		$1.09M Buy
6,174
+2,607
+73% +$450K 0.02% 506
2025
Q1 		$609K Buy
3,567
+1,482
+71% +$250K 0.02% 636
2024
Q4 		$341K Sell
2,085
-93
-4% -$15.9K 0.01% 777
2024
Q3 		$379K Buy
+2,178
New +$350K 0.01% 663
2022
Q2 		– Sell
-1,277
Closed -$207K – 291
2022
Q1 		$207K Buy
+1,277
New +$193K 0.04% 252
2021
Q3 		– Sell
-1,558
Closed -$216K – 268
2021
Q2 		$216K Sell
1,558
-10
-0.6% -$1.43K 0.05% 229
2021
Q1 		$225K Sell
1,568
-31
-2% -$4.22K 0.05% 207
2020
Q4 		$220K Sell
1,599
-9
-0.6% -$1.24K 0.06% 209
2020
Q3 		$208K Hold
1,608
– – 0.07% 155
2020
Q2 		$215K Sell
1,608
-110
-6% -$13.9K 0.08% 152
2020
Q1 		$210K Sell
1,718
-316
-16% -$44.4K 0.1% 121
2019
Q4 		$291K Buy
2,034
+1
+0% +$141 0.11% 110
2019
Q3 		$294K Hold
2,033
– – 0.13% 102
2019
Q2 		$270K Buy
+2,033
New +$266K 0.12% 102

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 Investment Advisors's VPU Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard Utilities ETF (VPU) stake by 7.9% in Q2 2026, selling an estimated $127K and leaving 7,527 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #571.

World Investment Advisors first reported a position in VPU in Q2 2019 and has held it in 18 quarters since. The position peaked at $1.62M in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • World Investment Advisors held 7,527 shares of Vanguard Utilities ETF worth $1.49M as of Q2 2026.
  • World Investment Advisors sold 648 Vanguard Utilities ETF shares in Q2 2026, an estimated $127K.
  • Vanguard Utilities ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #571 holding.
  • World Investment Advisors first reported a position in Vanguard Utilities ETF in Q2 2019 and has held it in 18 quarters since.
  • World Investment Advisors's Vanguard Utilities ETF position peaked at $1.62M in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.