Comprehensive Money Management Services’s Vanguard Utilities ETF VPU Stock Holding History

Comprehensive Money Management Services’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 Q2	$3.24M	Buy	16,569 +441	+3%	+$86.5K	2.04%	3
2026 Q1	$3.2M	Sell	16,128 -327	-2%	-$63.5K	2.1%	3
2025 Q4	$3.04M	Sell	16,455 -134	-0.8%	-$25.7K	2.1%	3
2025 Q3	$3.14M	Sell	16,589 -799	-5%	-$146K	2.22%	3
2025 Q2	$3.07M	Sell	17,388 -248	-1%	-$42.8K	2.33%	3
2025 Q1	$3.01M	Buy	17,636 +1,031	+6%	+$174K	2.43%	3
2024 Q4	$2.71M	Buy	+16,605	New	+$2.84M	2.24%	3

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

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

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

Comprehensive Money Management Services's VPU Position: Q2 2026 in Review

Comprehensive Money Management Services increased its Vanguard Utilities ETF (VPU) stake by 2.7% in Q2 2026, buying an estimated $86.5K and bringing the position to 16,569 shares worth $3.24M. The position accounts for 2.04% of the portfolio, ranked #3.

Comprehensive Money Management Services first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Comprehensive Money Management Services held 16,569 shares of Vanguard Utilities ETF worth $3.24M as of Q2 2026.
Comprehensive Money Management Services bought 441 Vanguard Utilities ETF shares in Q2 2026, an estimated $86.5K.
Vanguard Utilities ETF made up 2.04% of Comprehensive Money Management Services's portfolio in Q2 2026, its #3 holding.
Comprehensive Money Management Services first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.