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 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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cherry Tree Wealth Management's VPU Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Vanguard Utilities ETF (VPU) stake by 1.4% in Q1 2026, selling an estimated $6.8K and leaving 2,455 shares worth $486K. The position accounts for 0.1% of the portfolio, ranked #96.

Cherry Tree Wealth Management first reported a position in VPU in Q2 2023 and has held it in 12 quarters since. The position peaked at $705K in Q2 2023. 675 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Cherry Tree Wealth Management held 2,455 shares of Vanguard Utilities ETF worth $486K as of Q1 2026.
Cherry Tree Wealth Management sold 35 Vanguard Utilities ETF shares in Q1 2026, an estimated $6.8K.
Vanguard Utilities ETF made up 0.1% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #96 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Utilities ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Vanguard Utilities ETF position peaked at $705K in Q2 2023.
675 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.