Atlantic Edge Private Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Atlantic Edge Private 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	$58.7K	Hold	300	–	–	0.01%	240
2026 Q1	$59.4K	Hold	300	–	–	0.01%	224
2025 Q4	$55.5K	Hold	300	–	–	0.01%	211
2025 Q3	$56.8K	Hold	300	–	–	0.01%	209
2025 Q2	$53K	Hold	300	–	–	0.01%	211
2025 Q1	$51.2K	Sell	300 -150	-33%	-$25.3K	0.02%	202
2024 Q4	$73.5K	Hold	450	–	–	0.02%	177
2024 Q3	$78.3K	Hold	450	–	–	0.02%	175
2024 Q2	$66.6K	Hold	450	–	–	0.02%	174
2024 Q1	$64.2K	Hold	450	–	–	0.02%	175
2023 Q4	$61.7K	Buy	+450	New	+$59.4K	0.03%	173

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

Atlantic Edge Private Wealth Management's VPU Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 300 shares worth $58.7K. The position accounts for 0.01% of the portfolio, ranked #240.

Atlantic Edge Private Wealth Management first reported a position in VPU in Q4 2023 and has held it in 11 quarters since. The position peaked at $78.3K in Q3 2024. 694 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Atlantic Edge Private Wealth Management held 300 shares of Vanguard Utilities ETF worth $58.7K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #240 holding.
Atlantic Edge Private Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Vanguard Utilities ETF position peaked at $78.3K in Q3 2024.
694 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

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