AOWM
VPU

Asset One Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Asset One 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 		$737K Buy
3,768
+193
+5% +$37.9K 0.08% 190
2026
Q1 		$695K Buy
3,575
+246
+7% +$47.8K 0.08% 191
2025
Q4 		$617K Buy
+3,329
New +$639K 0.08% 167

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

Asset One Wealth Management's VPU Position: Q2 2026 in Review

Asset One Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 5.4% in Q2 2026, buying an estimated $37.9K and bringing the position to 3,768 shares worth $737K. The position accounts for 0.08% of the portfolio, ranked #190.

Asset One Wealth Management first reported a position in VPU in Q4 2025 and has held it in 3 quarters since. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Asset One Wealth Management held 3,768 shares of Vanguard Utilities ETF worth $737K as of Q2 2026.
  • Asset One Wealth Management bought 193 Vanguard Utilities ETF shares in Q2 2026, an estimated $37.9K.
  • Vanguard Utilities ETF made up 0.08% of Asset One Wealth Management's portfolio in Q2 2026, its #190 holding.
  • Asset One Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.