AWM
VPU

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

Axxcess 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 		$761K Buy
3,888
+32
+0.8% +$6.28K 0.01% 599
2026
Q1 		$764K Sell
3,856
-1,525
-28% -$296K 0.02% 262
2025
Q4 		$996K Sell
5,381
-246
-4% -$47.2K 0.02% 515
2025
Q3 		$1.07M Buy
5,627
+193
+4% +$35.4K 0.02% 432
2025
Q2 		$959K Sell
5,434
-575
-10% -$99.2K 0.02% 435
2025
Q1 		$1.03M Buy
6,009
+4,696
+358% +$793K 0.03% 391
2024
Q4 		$215K Buy
1,313
+74
+6% +$12.7K 0.01% 798
2024
Q3 		$216K Buy
+1,239
New +$199K 0.01% 817
2023
Q3 		– Sell
-6,167
Closed -$877K – 848
2023
Q2 		$877K Sell
6,167
-840
-12% -$123K 0.06% 254
2023
Q1 		$1.03M Buy
7,007
+2,152
+44% +$319K 0.08% 222
2022
Q4 		$745K Sell
4,855
-7,940
-62% -$1.18M 0.06% 279
2022
Q3 		$1.82M Sell
12,795
-785
-6% -$125K 0.17% 114
2022
Q2 		$2.07M Buy
13,580
+9,493
+232% +$1.49M 0.19% 107
2022
Q1 		$662K Sell
4,087
-450
-10% -$68K 0.05% 300
2021
Q4 		$710K Buy
+4,537
New +$669K 0.05% 284

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

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

Axxcess Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 0.83% in Q2 2026, buying an estimated $6.28K and bringing the position to 3,888 shares worth $761K. The position accounts for 0.01% of the portfolio, ranked #599.

Axxcess Wealth Management first reported a position in VPU in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.07M in Q2 2022. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Axxcess Wealth Management held 3,888 shares of Vanguard Utilities ETF worth $761K as of Q2 2026.
  • Axxcess Wealth Management bought 32 Vanguard Utilities ETF shares in Q2 2026, an estimated $6.28K.
  • Vanguard Utilities ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #599 holding.
  • Axxcess Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 15 quarters since.
  • Axxcess Wealth Management's Vanguard Utilities ETF position peaked at $2.07M in Q2 2022.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

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