CAMG
VPU

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

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
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 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. 212 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.
  • 212 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.