AWM
VPU

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

Apollon 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 		$311K Buy
1,590
+194
+14% +$38K ﹤0.01% 1251
2026
Q1 		$277K Sell
1,396
-57
-4% -$11.1K ﹤0.01% 1158
2025
Q4 		$269K Buy
1,453
+80
+6% +$15.4K ﹤0.01% 1108
2025
Q3 		$260K Buy
1,373
+60
+5% +$11K ﹤0.01% 1109
2025
Q2 		$232K Hold
1,313
– – ﹤0.01% 1112
2025
Q1 		$224K Sell
1,313
-80
-6% -$13.5K ﹤0.01% 1060
2024
Q4 		$228K Buy
+1,393
New +$238K 0.01% 1051

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

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

Apollon Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 14% in Q2 2026, buying an estimated $38K and bringing the position to 1,590 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Apollon Wealth Management first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Apollon Wealth Management held 1,590 shares of Vanguard Utilities ETF worth $311K as of Q2 2026.
  • Apollon Wealth Management bought 194 Vanguard Utilities ETF shares in Q2 2026, an estimated $38K.
  • Vanguard Utilities ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1251 holding.
  • Apollon Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.