Cary Street Partners’s Vanguard Utilities ETF VPU Stock Holding History

Cary Street Partners’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	$1.38M	Buy	7,062 +1,775	+34%	+$348K	0.03%	435
2026 Q1	$1.05M	Sell	5,287 -560	-10%	-$109K	0.03%	434
2025 Q4	$1.08M	Buy	5,847 +1,370	+31%	+$263K	0.03%	422
2025 Q3	$848K	Buy	4,477 +400	+10%	+$73.3K	0.02%	462
2025 Q2	$720K	Sell	4,077 -485	-11%	-$83.7K	0.02%	471
2025 Q1	$779K	Buy	4,562 +255	+6%	+$43.1K	0.02%	442
2024 Q4	$704K	Buy	+4,307	New	+$737K	0.02%	443

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

Cary Street Partners's VPU Position: Q2 2026 in Review

Cary Street Partners increased its Vanguard Utilities ETF (VPU) stake by 34% in Q2 2026, buying an estimated $348K and bringing the position to 7,062 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #435.

Cary Street Partners first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Cary Street Partners held 7,062 shares of Vanguard Utilities ETF worth $1.38M as of Q2 2026.
Cary Street Partners bought 1,775 Vanguard Utilities ETF shares in Q2 2026, an estimated $348K.
Vanguard Utilities ETF made up 0.03% of Cary Street Partners's portfolio in Q2 2026, its #435 holding.
Cary Street Partners first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.