CWP
VPU

Cyndeo Wealth Partners’s Vanguard Utilities ETF VPU Stock Holding History

Cyndeo Wealth Partners’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 		$308K Buy
1,572
+54
+4% +$10.6K 0.01% 432
2026
Q1 		$301K Buy
1,518
+122
+9% +$23.7K 0.02% 406
2025
Q4 		$258K Buy
+1,396
New +$268K 0.01% 422

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

Cyndeo Wealth Partners's VPU Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Vanguard Utilities ETF (VPU) stake by 3.6% in Q2 2026, buying an estimated $10.6K and bringing the position to 1,572 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #432.

Cyndeo Wealth Partners first reported a position in VPU in Q4 2025 and has held it in 3 quarters since. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Cyndeo Wealth Partners held 1,572 shares of Vanguard Utilities ETF worth $308K as of Q2 2026.
  • Cyndeo Wealth Partners bought 54 Vanguard Utilities ETF shares in Q2 2026, an estimated $10.6K.
  • Vanguard Utilities ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #432 holding.
  • Cyndeo Wealth Partners first reported a position in Vanguard Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.