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

Congress 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
2025 Q2	$9.3M	Buy	52,667 +10,961	+26%	+$1.89M	0.09%	263
2025 Q1	$7.12M	Buy	41,706 +31,039	+291%	+$5.24M	0.09%	268
2024 Q4	$1.74M	Buy	10,667 +7,898	+285%	+$1.35M	0.02%	433
2024 Q3	$482K	Buy	+2,769	New	+$445K	0.01%	638
2023 Q4	–	Sell	-26,231	Closed	-$3.35M	–	674
2023 Q3	$3.35M	Sell	26,231 -3,011	-10%	-$421K	0.07%	255
2023 Q2	$4.16M	Sell	29,242 -3,484	-11%	-$510K	0.1%	211
2023 Q1	$4.83M	Sell	32,726 -7,732	-19%	-$1.14M	0.12%	190
2022 Q4	$6.2M	Sell	40,458 -5,086	-11%	-$754K	0.16%	166
2022 Q3	$6.48M	Sell	45,544 -2,432	-5%	-$388K	0.17%	161
2022 Q2	$7.31M	Sell	47,976 -357	-0.7%	-$56.2K	0.19%	157
2022 Q1	$7.82M	Buy	48,333 +1,780	+4%	+$269K	0.17%	169
2021 Q4	$7.28M	Buy	+46,553	New	+$6.87M	0.14%	184

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

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

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

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

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

Congress Wealth Management's VPU Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 26% in Q2 2025, buying an estimated $1.89M and bringing the position to 52,667 shares worth $9.3M. The position accounts for 0.09% of the portfolio, ranked #263.

Congress Wealth Management first reported a position in VPU in Q4 2021 and has held it in 12 quarters since. 619 funds tracked by Wall St. Rank hold VPU as of Q2 2025.

Congress Wealth Management held 52,667 shares of Vanguard Utilities ETF worth $9.3M as of Q2 2025.
Congress Wealth Management bought 10,961 Vanguard Utilities ETF shares in Q2 2025, an estimated $1.89M.
Vanguard Utilities ETF made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #263 holding.
Congress Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 12 quarters since.
619 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.