Cerity Partners
VPU

Cerity Partners’s Vanguard Utilities ETF VPU Stock Holding History

Cerity 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 		$11.6M Sell
59,153
-1,325
-2% -$260K 0.01% 690
2026
Q1 		$12M Buy
60,478
+679
+1% +$132K 0.02% 612
2025
Q4 		$11.1M Sell
59,799
-447
-0.7% -$85.8K 0.02% 599
2025
Q3 		$11.4M Buy
60,246
+697
+1% +$128K 0.02% 533
2025
Q2 		$10.5M Buy
59,549
+2,626
+5% +$453K 0.02% 512
2025
Q1 		$9.72M Sell
56,923
-935
-2% -$158K 0.02% 495
2024
Q4 		$9.46M Sell
57,858
-661
-1% -$113K 0.02% 496
2024
Q3 		$10.2M Sell
58,519
-2,110
-3% -$339K 0.02% 484
2024
Q2 		$8.97M Buy
60,629
+1,109
+2% +$165K 0.02% 450
2024
Q1 		$8.6M Sell
59,520
-2,665
-4% -$360K 0.02% 497
2023
Q4 		$8.52M Sell
62,185
-1,444
-2% -$191K 0.03% 403
2023
Q3 		$8.12M Buy
63,629
+2,936
+5% +$411K 0.04% 334
2023
Q2 		$8.63M Buy
60,693
+8,122
+15% +$1.19M 0.03% 372
2023
Q1 		$7.76M Buy
52,571
+49,194
+1,457% +$7.28M 0.02% 397
2022
Q4 		$518K Buy
+3,377
New +$500K ﹤0.01% 936

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

Cerity Partners's VPU Position: Q2 2026 in Review

Cerity Partners reduced its Vanguard Utilities ETF (VPU) stake by 2.2% in Q2 2026, selling an estimated $260K and leaving 59,153 shares worth $11.6M. The position accounts for 0.01% of the portfolio, ranked #690.

Cerity Partners first reported a position in VPU in Q4 2022 and has held it in 15 quarters since. The position peaked at $12M in Q1 2026. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Cerity Partners held 59,153 shares of Vanguard Utilities ETF worth $11.6M as of Q2 2026.
  • Cerity Partners sold 1,325 Vanguard Utilities ETF shares in Q2 2026, an estimated $260K.
  • Vanguard Utilities ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #690 holding.
  • Cerity Partners first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 15 quarters since.
  • Cerity Partners's Vanguard Utilities ETF position peaked at $12M in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.