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

Centricity 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
2025
Q2 		$137K Hold
777
– – 0.11% 99
2025
Q1 		$133K Buy
777
+194
+33% +$32.8K 0.12% 95
2024
Q4 		$95.3K Buy
+583
New +$99.8K 0.09% 119

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

Centricity Wealth Management's VPU Position: Q2 2025 in Review

Centricity Wealth Management held its Vanguard Utilities ETF (VPU) position steady in Q2 2025 at 777 shares worth $137K. The position accounts for 0.11% of the portfolio, ranked #99.

Centricity Wealth Management first reported a position in VPU in Q4 2024 and has held it in 3 quarters since. 620 funds tracked by Wall St. Rank hold VPU as of Q2 2025.

  • Centricity Wealth Management held 777 shares of Vanguard Utilities ETF worth $137K as of Q2 2025.
  • Centricity Wealth Management left its Vanguard Utilities ETF share count unchanged in Q2 2025.
  • Vanguard Utilities ETF made up 0.11% of Centricity Wealth Management's portfolio in Q2 2025, its #99 holding.
  • Centricity Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 3 quarters since.
  • 620 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.