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Carolinas Wealth Consulting’s Vanguard Utilities ETF VPU Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-547
Closed -$93.4K – 933
2025
Q1 		$93.4K Buy
547
+248
+83% +$41.9K 0.02% 253
2024
Q4 		$48.8K Buy
+299
New +$51.2K 0.01% 363
2023
Q1 		– Sell
-92
Closed -$14K – 1124
2022
Q4 		$14K Buy
+92
New +$13.6K ﹤0.01% 560

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carolinas Wealth Consulting's VPU Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Utilities ETF (VPU) in Q2 2025, closing a stake of 547 shares — an estimated $93.4K sold.

Carolinas Wealth Consulting first reported a position in VPU in Q4 2022 and held it in 3 quarters. The position peaked at $93.4K in Q1 2025. 620 funds tracked by Wall St. Rank hold VPU as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard Utilities ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 547 Vanguard Utilities ETF shares in Q2 2025, an estimated $93.4K.
  • Carolinas Wealth Consulting first reported a position in Vanguard Utilities ETF in Q4 2022 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Vanguard Utilities ETF position peaked at $93.4K in Q1 2025.
  • 620 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.