AWM
VPU

Accel Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Accel Wealth 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 		$2.11M Buy
10,764
+411
+4% +$80.6K 0.47% 48
2026
Q1 		$2.05M Buy
10,353
+661
+7% +$128K 0.54% 46
2025
Q4 		$1.79M Sell
9,692
-182
-2% -$34.9K 0.49% 52
2025
Q3 		$1.87M Buy
9,874
+262
+3% +$48K 0.54% 49
2025
Q2 		$1.7M Sell
9,612
-23
-0.2% -$3.97K 0.57% 50
2025
Q1 		$1.65M Sell
9,635
-426
-4% -$72K 0.59% 47
2024
Q4 		$1.64M Buy
10,061
+158
+2% +$27K 0.62% 42
2024
Q3 		$1.72M Buy
9,903
+1,680
+20% +$270K 0.64% 44
2024
Q2 		$1.22M Buy
8,223
+1,647
+25% +$245K 0.49% 55
2024
Q1 		$938K Buy
6,576
+655
+11% +$88.5K 0.4% 65
2023
Q4 		$812K Sell
5,921
-1,826
-24% -$241K 0.41% 67
2023
Q3 		$988K Sell
7,747
-84
-1% -$11.7K 0.55% 52
2023
Q2 		$1.11M Sell
7,831
-503
-6% -$73.7K 0.61% 49
2023
Q1 		$1.23M Buy
8,334
+1
+0% +$148 0.5% 54
2022
Q4 		$1.28M Buy
8,333
+140
+2% +$20.7K 0.61% 45
2022
Q3 		$1.23M Buy
8,193
+114
+1% +$18.2K 0.65% 44
2022
Q2 		$1.23M Buy
8,079
+85
+1% +$13.4K 0.7% 42
2022
Q1 		$1.31M Buy
7,994
+68
+0.9% +$10.3K 0.68% 42
2021
Q4 		$1.24M Buy
7,926
+3,891
+96% +$574K 0.61% 47
2021
Q3 		$561K Buy
4,035
+610
+18% +$89.1K 0.36% 63
2021
Q2 		$475K Buy
3,425
+280
+9% +$40.1K 0.31% 73
2021
Q1 		$442K Hold
3,145
– – 0.36% 58
2020
Q4 		$432K Buy
+3,145
New +$434K 0.4% 53

Other funds holding VPU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Accel Wealth Management's VPU Position: Q2 2026 in Review

Accel Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 4% in Q2 2026, buying an estimated $80.6K and bringing the position to 10,764 shares worth $2.11M. The position accounts for 0.47% of the portfolio, ranked #48.

Accel Wealth Management first reported a position in VPU in Q4 2020 and has held it in 23 quarters since. 296 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Accel Wealth Management held 10,764 shares of Vanguard Utilities ETF worth $2.11M as of Q2 2026.
  • Accel Wealth Management bought 411 Vanguard Utilities ETF shares in Q2 2026, an estimated $80.6K.
  • Vanguard Utilities ETF made up 0.47% of Accel Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Accel Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 23 quarters since.
  • 296 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.