DWM
VPU

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

Dogwood 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 		– Sell
-25
Closed -$4.95K – 932
2026
Q1 		$4.95K Hold
25
– – ﹤0.01% 476
2025
Q4 		$4.63K Hold
25
– – ﹤0.01% 435
2025
Q3 		$4.74K Hold
25
– – ﹤0.01% 410
2025
Q2 		$4.39K Buy
+25
New +$4.31K ﹤0.01% 474
2025
Q1 		– Sell
-86
Closed -$14.1K – 542
2024
Q4 		$14.1K Buy
+86
New +$14.7K 0.01% 173

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

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

Dogwood Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q2 2026, closing a stake of 25 shares — an estimated $4.95K sold.

Dogwood Wealth Management first reported a position in VPU in Q4 2024 and held it in 5 quarters. The position peaked at $14.1K in Q4 2024. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Dogwood Wealth Management reported no remaining Vanguard Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 25 Vanguard Utilities ETF shares in Q2 2026, an estimated $4.95K.
  • Dogwood Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2024 and held it in 5 quarters.
  • Dogwood Wealth Management's Vanguard Utilities ETF position peaked at $14.1K in Q4 2024.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.