AWM
VPU

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

Accurate 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 		$221K Buy
+1,128
New +$221K 0.02% 527
2023
Q1 		– Sell
-542
Closed -$84.4K – 1431
2022
Q4 		$84.4K Buy
+542
New +$80.3K 0.03% 337

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

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

Accurate Wealth Management opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 1,128 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #527 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in VPU as recently as Q4 2022.

Accurate Wealth Management first reported a position in VPU in Q4 2022 and has held it in 2 quarters since. 696 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Accurate Wealth Management held 1,128 shares of Vanguard Utilities ETF worth $221K as of Q2 2026.
  • Vanguard Utilities ETF was a new Accurate Wealth Management position in Q2 2026.
  • Vanguard Utilities ETF made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #527 holding.
  • Accurate Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 2 quarters since.
  • 696 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.