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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return