CWM
VPU

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 0.15% 184

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
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
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return