CIBC Private Wealth Group
VPU

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
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
LPL Financial San Diego, California $376B 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return