CAM
VPU

Cresset Asset Management’s Vanguard Utilities ETF VPU Stock Holding History

Cresset Asset 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 		$702K Hold
3,589
– – ﹤0.01% 1041
2026
Q1 		$711K Sell
3,589
-41
-1% -$7.97K ﹤0.01% 914
2025
Q4 		$672K Buy
3,630
+41
+1% +$7.87K ﹤0.01% 949
2025
Q3 		$680K Hold
3,589
– – ﹤0.01% 896
2025
Q2 		$633K Sell
3,589
-6,090
-63% -$1.05M ﹤0.01% 833
2025
Q1 		$1.65M Buy
9,679
+121
+1% +$20.4K 0.01% 598
2024
Q4 		$1.56M Sell
9,558
-5,252
-35% -$899K 0.01% 624
2024
Q3 		$2.59M Buy
14,810
+603
+4% +$96.9K 0.01% 679
2024
Q2 		$2.12M Buy
14,207
+451
+3% +$67.2K 0.01% 699
2024
Q1 		$1.96M Buy
13,756
+3,084
+29% +$417K 0.01% 645
2023
Q4 		$1.46M Buy
10,672
+274
+3% +$36.2K 0.01% 723
2023
Q3 		$1.33M Sell
10,398
-597
-5% -$83.5K 0.01% 707
2023
Q2 		$1.57M Buy
10,995
+6,769
+160% +$992K ﹤0.01% 731
2023
Q1 		$623K Buy
+4,226
New +$626K 0.01% 435
2022
Q4 		– Sell
-4,074
Closed -$580K – 903
2022
Q3 		$580K Sell
4,074
-571
-12% -$91K 0.01% 472
2022
Q2 		$708K Sell
4,645
-593
-11% -$93.3K 0.01% 459
2022
Q1 		$848K Buy
5,238
+2,007
+62% +$303K 0.01% 455
2021
Q4 		$505K Buy
+3,231
New +$477K ﹤0.01% 696

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

Cresset Asset Management's VPU Position: Q2 2026 in Review

Cresset Asset Management held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 3,589 shares worth $702K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Cresset Asset Management first reported a position in VPU in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.59M in Q3 2024. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Cresset Asset Management held 3,589 shares of Vanguard Utilities ETF worth $702K as of Q2 2026.
  • Cresset Asset Management left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1041 holding.
  • Cresset Asset Management first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 18 quarters since.
  • Cresset Asset Management's Vanguard Utilities ETF position peaked at $2.59M in Q3 2024.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.