CWA Asset Management Group’s Vanguard Utilities ETF VPU Stock Holding History

CWA Asset Management Group’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	$257K	Buy	1,315 +142	+12%	+$27.8K	0.01%	625
2026 Q1	$232K	Hold	1,173	–	–	0.01%	608
2025 Q4	$217K	Hold	1,173	–	–	0.01%	603
2025 Q3	$222K	Sell	1,173 -403	-26%	-$73.8K	0.01%	620
2025 Q2	$278K	Buy	1,576 +76	+5%	+$13.1K	0.01%	551
2025 Q1	$256K	Hold	1,500	–	–	0.01%	537
2024 Q4	$245K	Buy	1,500 +35	+2%	+$5.99K	0.01%	516
2024 Q3	$255K	Buy	+1,465	New	+$235K	0.01%	510
2024 Q1	$209K	Hold	1,466	–	–	0.01%	501
2023 Q4	$201K	Sell	1,466 -675	-32%	-$89.1K	0.01%	405
2023 Q3	$273K	Hold	2,141	–	–	0.02%	300
2023 Q2	$304K	Buy	2,141 +1	+0%	+$146	0.02%	282
2023 Q1	$316K	Buy	+2,140	New	+$317K	0.02%	251
2020 Q1	–	Sell	-1,773	Closed	-$253K	–	273
2019 Q4	$253K	Buy	+1,773	New	+$249K	0.04%	190

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 22.9% 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

CWA Asset Management Group's VPU Position: Q2 2026 in Review

CWA Asset Management Group increased its Vanguard Utilities ETF (VPU) stake by 12% in Q2 2026, buying an estimated $27.8K and bringing the position to 1,315 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #625.

CWA Asset Management Group first reported a position in VPU in Q4 2019 and has held it in 14 quarters since. The position peaked at $316K in Q1 2023. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

CWA Asset Management Group held 1,315 shares of Vanguard Utilities ETF worth $257K as of Q2 2026.
CWA Asset Management Group bought 142 Vanguard Utilities ETF shares in Q2 2026, an estimated $27.8K.
Vanguard Utilities ETF made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #625 holding.
CWA Asset Management Group first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 14 quarters since.
CWA Asset Management Group's Vanguard Utilities ETF position peaked at $316K in Q1 2023.
697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.