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

Chicago 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	$210K	Buy	+1,060	New	+$206K	0.08%	58

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BCMIO

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

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

Chicago Wealth Management's VPU Position: Q1 2026 in Review

Chicago Wealth Management opened a new position in Vanguard Utilities ETF (VPU) in Q1 2026: 1,060 shares worth $210K. The stake represents 0.08% of the portfolio and ranks #58 among its holdings.

672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Chicago Wealth Management held 1,060 shares of Vanguard Utilities ETF worth $210K as of Q1 2026.
Vanguard Utilities ETF was a new Chicago Wealth Management position in Q1 2026.
Vanguard Utilities ETF made up 0.08% of Chicago Wealth Management's portfolio in Q1 2026, its #58 holding.
672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Chicago Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.