CVA Family Office’s Vanguard Utilities ETF VPU Stock Holding History

CVA Family Office’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	$322K	Hold	1,645	–	–	0.03%	258
2026 Q1	$326K	Hold	1,645	–	–	0.03%	235
2025 Q4	$304K	Hold	1,645	–	–	0.04%	238
2025 Q3	$312K	Hold	1,645	–	–	0.04%	228
2025 Q2	$290K	Hold	1,645	–	–	0.04%	234
2025 Q1	$281K	Hold	1,645	–	–	0.04%	226
2024 Q4	$269K	Sell	1,645 -455	-22%	-$77.9K	0.04%	227
2024 Q3	$366K	Sell	2,100 -465	-18%	-$74.7K	0.06%	181
2024 Q2	$379K	Sell	2,565 -1,405	-35%	-$209K	0.07%	166
2024 Q1	$566K	Sell	3,970 -323	-8%	-$43.7K	0.1%	128
2023 Q4	$588K	Sell	4,293 -27	-0.6%	-$3.56K	0.11%	119
2023 Q3	$551K	Hold	4,320	–	–	0.13%	120
2023 Q2	$614K	Buy	4,320 +290	+7%	+$42.5K	0.13%	113
2023 Q1	$595K	Buy	4,030 +425	+12%	+$62.9K	0.13%	111
2022 Q4	$553K	Buy	3,605 +610	+20%	+$90.4K	0.13%	106
2022 Q3	$426K	Buy	2,995 +890	+42%	+$142K	0.12%	114
2022 Q2	$321K	Buy	+2,105	New	+$331K	0.09%	120

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

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

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

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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

CVA Family Office's VPU Position: Q2 2026 in Review

CVA Family Office held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,645 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #258.

CVA Family Office first reported a position in VPU in Q2 2022 and has held it in 17 quarters since. The position peaked at $614K in Q2 2023. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

CVA Family Office held 1,645 shares of Vanguard Utilities ETF worth $322K as of Q2 2026.
CVA Family Office left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #258 holding.
CVA Family Office first reported a position in Vanguard Utilities ETF in Q2 2022 and has held it in 17 quarters since.
CVA Family Office's Vanguard Utilities ETF position peaked at $614K in Q2 2023.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.