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

Daymark 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 Q3	$250K	Buy	+1,462	New	+$275K	0.01%	752

Other funds holding VPU

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Daymark Wealth Partners's VPU Position: Q3 2026 in Review

Daymark Wealth Partners opened a new position in Vanguard Utilities ETF (VPU) in Q3 2026: 1,462 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #752 among its holdings.

604 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

Daymark Wealth Partners held 1,462 shares of Vanguard Utilities ETF worth $250K as of Q3 2026.
Vanguard Utilities ETF was a new Daymark Wealth Partners position in Q3 2026.
Vanguard Utilities ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #752 holding.
604 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.