Corient Private Wealth
VPU

Corient Private Wealth’s Vanguard Utilities ETF VPU Stock Holding History

Corient Private Wealth’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 		$16.5M Sell
84,125
-17,673
-17% -$3.47M 0.02% 478
2026
Q1 		$20.1M Sell
101,798
-3,487
-3% -$678K 0.03% 403
2025
Q4 		$19.5M Buy
105,285
+84,990
+419% +$16.3M 0.03% 411
2025
Q3 		$3.84M Sell
20,295
-93,538
-82% -$17.1M 0.01% 803
2025
Q2 		$20.1M Sell
113,833
-5,868
-5% -$1.01M 0.03% 391
2025
Q1 		$20.4M Buy
119,701
+4,641
+4% +$784K 0.03% 385
2024
Q4 		$18.8M Sell
115,060
-4,618
-4% -$790K 0.03% 403
2024
Q3 		$20.8M Buy
119,678
+2,060
+2% +$331K 0.03% 413
2024
Q2 		$17.4M Sell
117,618
-2,421
-2% -$361K 0.03% 413
2024
Q1 		$17.1M Sell
120,039
-269
-0.2% -$36.4K 0.03% 421
2023
Q4 		$16.5M Sell
120,308
-7,283
-6% -$962K 0.03% 421
2023
Q3 		$16.3M Sell
127,591
-5,215
-4% -$729K 0.04% 392
2023
Q2 		$18.9M Sell
132,806
-1,339
-1% -$196K 0.04% 355
2023
Q1 		$19.8M Sell
134,145
-148
-0.1% -$21.9K 0.05% 312
2022
Q4 		$20.6M Buy
+134,293
New +$19.9M 0.07% 261

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
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
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Corient Private Wealth's VPU Position: Q2 2026 in Review

Corient Private Wealth reduced its Vanguard Utilities ETF (VPU) stake by 17% in Q2 2026, selling an estimated $3.47M and leaving 84,125 shares worth $16.5M. The position accounts for 0.02% of the portfolio, ranked #478.

Corient Private Wealth first reported a position in VPU in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.8M in Q3 2024. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Corient Private Wealth held 84,125 shares of Vanguard Utilities ETF worth $16.5M as of Q2 2026.
  • Corient Private Wealth sold 17,673 Vanguard Utilities ETF shares in Q2 2026, an estimated $3.47M.
  • Vanguard Utilities ETF made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #478 holding.
  • Corient Private Wealth first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Vanguard Utilities ETF position peaked at $20.8M in Q3 2024.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.