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

Angeles 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	–	Sell	-7	Closed	-$1.39K	–	657
2026 Q1	$1.39K	Sell	7 -481	-99%	-$93.5K	﹤0.01%	522
2025 Q4	$90.3K	Hold	488	–	–	0.01%	403
2025 Q3	$92.4K	Hold	488	–	–	0.01%	361
2025 Q2	$86.1K	Sell	488 -150	-24%	-$25.9K	0.01%	365
2025 Q1	$109K	Sell	638 -375	-37%	-$63.3K	0.01%	303
2024 Q4	$166K	Buy	+1,013	New	+$173K	0.01%	300
2024 Q2	–	Sell	-4	Closed	-$570	–	321
2024 Q1	$570	Buy	+4	New	+$541	﹤0.01%	291

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Angeles Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q2 2026, closing a stake of 7 shares — an estimated $1.39K sold.

Angeles Wealth Management first reported a position in VPU in Q1 2024 and held it in 7 quarters. The position peaked at $166K in Q4 2024. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Angeles Wealth Management reported no remaining Vanguard Utilities ETF position as of Q2 2026 after selling out during the quarter.
Angeles Wealth Management sold 7 Vanguard Utilities ETF shares in Q2 2026, an estimated $1.39K.
Angeles Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2024 and held it in 7 quarters.
Angeles Wealth Management's Vanguard Utilities ETF position peaked at $166K in Q4 2024.
693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.