Cherry Tree Wealth Management
VPU icon

Cherry Tree Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Cherry Tree 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
Q3 		$377K Sell
2,204
-251
-10% -$47.2K 0.07% 121
2026
Q2 		$481K Hold
2,455
– – 0.09% 100
2026
Q1 		$486K Sell
2,455
-35
-1% -$6.8K 0.1% 96
2025
Q4 		$461K Sell
2,490
-2
-0.1% -$384 0.1% 104
2025
Q3 		$472K Sell
2,492
-651
-21% -$119K 0.1% 100
2025
Q2 		$555K Hold
3,143
– – 0.13% 84
2025
Q1 		$537K Hold
3,143
– – 0.13% 85
2024
Q4 		$514K Hold
3,143
– – 0.13% 86
2024
Q3 		$547K Sell
3,143
-86
-3% -$13.8K 0.13% 88
2024
Q2 		$478K Sell
3,229
-168
-5% -$25K 0.12% 91
2024
Q1 		$484K Sell
3,397
-381
-10% -$51.5K 0.12% 89
2023
Q4 		$518K Sell
3,778
-812
-18% -$107K 0.14% 84
2023
Q3 		$585K Sell
4,590
-366
-7% -$51.2K 0.17% 74
2023
Q2 		$705K Buy
+4,956
New +$726K 0.21% 67

Other funds holding VPU

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Econ Financial Services
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
Apollon Financial
Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return
Porter White Investment Advisors
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
David Kennon
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MRA Advisory Group
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Cherry Tree Wealth Management's VPU Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its Vanguard Utilities ETF (VPU) stake by 10% in Q3 2026, selling an estimated $47.2K and leaving 2,204 shares worth $377K. The position accounts for 0.07% of the portfolio, ranked #121.

Cherry Tree Wealth Management first reported a position in VPU in Q2 2023 and has held it in 14 quarters since. The position peaked at $705K in Q2 2023. 198 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • Cherry Tree Wealth Management held 2,204 shares of Vanguard Utilities ETF worth $377K as of Q3 2026.
  • Cherry Tree Wealth Management sold 251 Vanguard Utilities ETF shares in Q3 2026, an estimated $47.2K.
  • Vanguard Utilities ETF made up 0.07% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #121 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard Utilities ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Vanguard Utilities ETF position peaked at $705K in Q2 2023.
  • 198 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.