CIBC Private Wealth Group’s Vanguard Utilities ETF VPU Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$237K	Buy	1,281 +355	+38%	+$68.2K	﹤0.01%	1120
2025 Q3	$175K	Buy	926 +193	+26%	+$35.4K	﹤0.01%	1234
2025 Q2	$129K	Sell	733 -599	-45%	-$103K	﹤0.01%	1288
2025 Q1	$211K	Hold	1,332	–	–	﹤0.01%	1061
2024 Q4	$219K	Hold	1,332	–	–	﹤0.01%	1126
2024 Q3	$232K	Hold	1,332	–	–	﹤0.01%	1112
2024 Q2	$198K	Hold	1,332	–	–	﹤0.01%	1109
2024 Q1	$189K	Buy	+1,332	New	+$180K	﹤0.01%	1145
2018 Q3	–	Sell	-500	Closed	-$58K	–	1717
2018 Q2	$58K	Hold	500	–	–	﹤0.01%	1139
2018 Q1	$56K	Hold	500	–	–	﹤0.01%	1134
2017 Q4	$58K	Buy	+500	New	+$60.4K	﹤0.01%	1144

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIBC Private Wealth Group's VPU Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Vanguard Utilities ETF (VPU) stake by 38% in Q4 2025, buying an estimated $68.2K and bringing the position to 1,281 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

CIBC Private Wealth Group first reported a position in VPU in Q4 2017 and has held it in 11 quarters since. 665 funds tracked by Wall St. Rank hold VPU as of Q4 2025.

CIBC Private Wealth Group held 1,281 shares of Vanguard Utilities ETF worth $237K as of Q4 2025.
CIBC Private Wealth Group bought 355 Vanguard Utilities ETF shares in Q4 2025, an estimated $68.2K.
Vanguard Utilities ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1120 holding.
CIBC Private Wealth Group first reported a position in Vanguard Utilities ETF in Q4 2017 and has held it in 11 quarters since.
665 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.