AWM
VPU

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

Avior 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 		$544K Buy
2,782
+81
+3% +$15.9K 0.01% 495
2026
Q1 		$535K Buy
2,701
+651
+32% +$126K 0.02% 517
2025
Q4 		$379K Buy
2,050
+200
+11% +$38.4K 0.01% 542
2025
Q3 		$350K Buy
1,850
+390
+27% +$71.4K 0.01% 546
2025
Q2 		$258K Sell
1,460
-420
-22% -$72.5K 0.01% 610
2025
Q1 		$321K Hold
1,880
– – 0.01% 529
2024
Q4 		$307K Sell
1,880
-182
-9% -$31.1K 0.01% 585
2024
Q3 		$359K Buy
2,062
+847
+70% +$136K 0.01% 541
2024
Q2 		$180K Buy
1,215
+200
+20% +$29.8K 0.01% 695
2024
Q1 		$145K Hold
1,015
– – 0.01% 808
2023
Q4 		$139K Buy
1,015
+7
+0.7% +$924 0.01% 564
2023
Q3 		$129K Buy
1,008
+350
+53% +$49K 0.01% 589
2023
Q2 		$93.6K Hold
658
– – 0.01% 644
2023
Q1 		$97.2K Sell
658
-393
-37% -$58.2K 0.01% 645
2022
Q4 		$161K Buy
1,051
+222
+27% +$32.9K 0.01% 496
2022
Q3 		$117K Buy
829
+110
+15% +$17.5K 0.01% 509
2022
Q2 		$109K Buy
719
+66
+10% +$10.4K 0.01% 480
2022
Q1 		$105K Buy
653
+481
+280% +$72.7K 0.01% 506
2021
Q4 		$26K Buy
172
+2
+1% +$295 ﹤0.01% 668
2021
Q3 		$23K Buy
+170
New +$24.8K ﹤0.01% 646
2021
Q1 		– Sell
-58
Closed -$7K – 1146
2020
Q4 		$7K Buy
+58
New +$8K ﹤0.01% 762
2020
Q1 		– Sell
-8
Closed -$1K – 901
2019
Q4 		$1K Hold
8
– – ﹤0.01% 772
2019
Q3 		$1K Hold
8
– – ﹤0.01% 760
2019
Q2 		$1K Buy
+8
New +$1.05K ﹤0.01% 818

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

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

Avior Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 3% in Q2 2026, buying an estimated $15.9K and bringing the position to 2,782 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #495.

Avior Wealth Management first reported a position in VPU in Q2 2019 and has held it in 24 quarters since. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Avior Wealth Management held 2,782 shares of Vanguard Utilities ETF worth $544K as of Q2 2026.
  • Avior Wealth Management bought 81 Vanguard Utilities ETF shares in Q2 2026, an estimated $15.9K.
  • Vanguard Utilities ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #495 holding.
  • Avior Wealth Management first reported a position in Vanguard Utilities ETF in Q2 2019 and has held it in 24 quarters since.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.