CWM
VPU

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

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 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. 182 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.
  • 182 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.