CCWM
VPU

Cassaday & Co Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Cassaday & Co 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 		$60.7K Buy
310
+15
+5% +$2.94K ﹤0.01% 591
2026
Q1 		$58.5K Buy
+295
New +$57.3K ﹤0.01% 583

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

Cassaday & Co Wealth Management's VPU Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 5.1% in Q2 2026, buying an estimated $2.94K and bringing the position to 310 shares worth $60.7K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Cassaday & Co Wealth Management first reported a position in VPU in Q1 2026 and has held it in 2 quarters since. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Cassaday & Co Wealth Management held 310 shares of Vanguard Utilities ETF worth $60.7K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 15 Vanguard Utilities ETF shares in Q2 2026, an estimated $2.94K.
  • Vanguard Utilities ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #591 holding.
  • Cassaday & Co Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2026 and has held it in 2 quarters since.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.