Stonebridge Financial Group, LLC/CA’s Vanguard Utilities ETF VPU Stock Holding History

Stonebridge Financial Group, LLC/CA’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	+2,838	New	+$557K	0.08%	163

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's VPU Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 2,838 shares worth $555K. The stake represents 0.08% of the portfolio and ranks #163 among its holdings.

600 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 2,838 shares of Vanguard Utilities ETF worth $555K as of Q2 2026.
Vanguard Utilities ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Vanguard Utilities ETF made up 0.08% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #163 holding.
600 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.