Diversify Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Diversify Wealth Management’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	$386K	Buy	1,961 +50	+3%	+$9.81K	0.01%	965
2026 Q1	$378K	Buy	1,911 +53	+3%	+$10.3K	0.01%	890
2025 Q4	$346K	Sell	1,858 -27	-1%	-$5.18K	0.02%	510
2025 Q3	$364K	Sell	1,885 -160	-8%	-$29.3K	0.02%	429
2025 Q2	$382K	Sell	2,045 -417	-17%	-$71.9K	0.02%	420
2025 Q1	$423K	Sell	2,462 -552	-18%	-$93.2K	0.03%	381
2024 Q4	$491K	Sell	3,014 -553	-16%	-$94.6K	0.04%	350
2024 Q3	$630K	Sell	3,567 -375	-10%	-$60.3K	0.06%	270
2024 Q2	$618K	Buy	+3,942	New	+$587K	0.08%	230

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

Diversify Wealth Management's VPU Position: Q2 2026 in Review

Diversify Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 2.6% in Q2 2026, buying an estimated $9.81K and bringing the position to 1,961 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #965.

Diversify Wealth Management first reported a position in VPU in Q2 2024 and has held it in 9 quarters since. The position peaked at $630K in Q3 2024. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Diversify Wealth Management held 1,961 shares of Vanguard Utilities ETF worth $386K as of Q2 2026.
Diversify Wealth Management bought 50 Vanguard Utilities ETF shares in Q2 2026, an estimated $9.81K.
Vanguard Utilities ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #965 holding.
Diversify Wealth Management first reported a position in Vanguard Utilities ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Vanguard Utilities ETF position peaked at $630K in Q3 2024.
697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.