CWM
VPU

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

Connecticut 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
2026
Q2 		$1.21M Sell
6,177
-1,540
-20% -$302K 0.04% 143
2026
Q1 		$1.53M Sell
7,717
-3,214
-29% -$625K 0.06% 120
2025
Q4 		$2.02M Buy
10,931
+1,496
+16% +$287K 0.09% 101
2025
Q3 		$1.79M Buy
+9,435
New +$1.73M 0.08% 107

Other funds holding VPU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Connecticut Wealth Management's VPU Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Vanguard Utilities ETF (VPU) stake by 20% in Q2 2026, selling an estimated $302K and leaving 6,177 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #143.

Connecticut Wealth Management first reported a position in VPU in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.02M in Q4 2025. 386 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Connecticut Wealth Management held 6,177 shares of Vanguard Utilities ETF worth $1.21M as of Q2 2026.
  • Connecticut Wealth Management sold 1,540 Vanguard Utilities ETF shares in Q2 2026, an estimated $302K.
  • Vanguard Utilities ETF made up 0.04% of Connecticut Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Connecticut Wealth Management first reported a position in Vanguard Utilities ETF in Q3 2025 and has held it in 4 quarters since.
  • Connecticut Wealth Management's Vanguard Utilities ETF position peaked at $2.02M in Q4 2025.
  • 386 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.