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

Chemistry 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	$547K	Buy	2,797 +55	+2%	+$10.8K	0.09%	126
2026 Q1	$543K	Buy	2,742 +322	+13%	+$62.6K	0.1%	112
2025 Q4	$448K	Buy	2,420 +1	+0%	+$192	0.08%	124
2025 Q3	$458K	Hold	2,419	–	–	0.09%	127
2025 Q2	$427K	Buy	2,419 +1	+0%	+$172	0.09%	120
2025 Q1	$413K	Hold	2,418	–	–	0.1%	113
2024 Q4	$395K	Buy	2,418 +2	+0.1%	+$342	0.09%	117
2024 Q3	$421K	Buy	2,416 +79	+3%	+$12.7K	0.1%	114
2024 Q2	$346K	Hold	2,337	–	–	0.09%	121
2024 Q1	$333K	Hold	2,337	–	–	0.09%	131
2023 Q4	$320K	Sell	2,337 -405	-15%	-$53.5K	0.1%	122
2023 Q3	$350K	Hold	2,742	–	–	0.12%	112
2023 Q2	$390K	Hold	2,742	–	–	0.13%	106
2023 Q1	$405K	Hold	2,742	–	–	0.14%	103
2022 Q4	$421K	Buy	2,742 +405	+17%	+$60K	0.16%	92
2022 Q3	$332K	Hold	2,337	–	–	0.13%	106
2022 Q2	$356K	Hold	2,337	–	–	0.14%	108
2022 Q1	$378K	Buy	+2,337	New	+$353K	0.13%	106

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

Chemistry Wealth Management's VPU Position: Q2 2026 in Review

Chemistry Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 2% in Q2 2026, buying an estimated $10.8K and bringing the position to 2,797 shares worth $547K. The position accounts for 0.09% of the portfolio, ranked #126.

Chemistry Wealth Management first reported a position in VPU in Q1 2022 and has held it in 18 quarters since. 696 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Chemistry Wealth Management held 2,797 shares of Vanguard Utilities ETF worth $547K as of Q2 2026.
Chemistry Wealth Management bought 55 Vanguard Utilities ETF shares in Q2 2026, an estimated $10.8K.
Vanguard Utilities ETF made up 0.09% of Chemistry Wealth Management's portfolio in Q2 2026, its #126 holding.
Chemistry Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2022 and has held it in 18 quarters since.
696 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.