Bogart Wealth LLC’s Vanguard Utilities ETF VPU Stock Holding History

Bogart Wealth LLC’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	$82K	Hold	419	–	–	﹤0.01%	423
2026 Q1	$83K	Hold	419	–	–	﹤0.01%	382
2025 Q4	$77.5K	Sell	419 -29	-6%	-$5.57K	﹤0.01%	371
2025 Q3	$84.8K	Hold	448	–	–	﹤0.01%	348
2025 Q2	$79.1K	Hold	448	–	–	﹤0.01%	355
2025 Q1	$76.5K	Hold	448	–	–	﹤0.01%	336
2024 Q4	$73.2K	Hold	448	–	–	﹤0.01%	348
2024 Q3	$78K	Hold	448	–	–	﹤0.01%	334
2024 Q2	$66.3K	Hold	448	–	–	﹤0.01%	350
2024 Q1	$63.9K	Hold	448	–	–	﹤0.01%	344
2023 Q4	$61.4K	Buy	448 +443	+8,860%	+$58.5K	﹤0.01%	340
2023 Q3	$638	Hold	5	–	–	﹤0.01%	991
2023 Q2	$711	Sell	5 -1	-17%	-$146	﹤0.01%	967
2023 Q1	$885	Hold	6	–	–	﹤0.01%	998
2022 Q4	$920	Buy	+6	New	+$889	﹤0.01%	865

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

Bogart Wealth LLC's VPU Position: Q2 2026 in Review

Bogart Wealth LLC held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 419 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Bogart Wealth LLC first reported a position in VPU in Q4 2022 and has held it in 15 quarters since. The position peaked at $84.8K in Q3 2025. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Bogart Wealth LLC held 419 shares of Vanguard Utilities ETF worth $82K as of Q2 2026.
Bogart Wealth LLC left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #423 holding.
Bogart Wealth LLC first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 15 quarters since.
Bogart Wealth LLC's Vanguard Utilities ETF position peaked at $84.8K in Q3 2025.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.