EPM
VPU

Elm Partners Management’s Vanguard Utilities ETF VPU Stock Holding History

Elm Partners 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 		$539K Buy
+2,756
New +$541K 0.02% 104
2022
Q2 		– Sell
-96
Closed -$16K – 49
2022
Q1 		$16K Buy
+96
New +$14.5K ﹤0.01% 46

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

Elm Partners Management's VPU Position: Q2 2026 in Review

Elm Partners Management opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 2,756 shares worth $539K. The stake represents 0.02% of the portfolio and ranks #104 among its holdings. This is a return to the name: Elm Partners Management previously reported a position in VPU as recently as Q1 2022.

Elm Partners Management first reported a position in VPU in Q1 2022 and has held it in 2 quarters since. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Elm Partners Management held 2,756 shares of Vanguard Utilities ETF worth $539K as of Q2 2026.
  • Vanguard Utilities ETF was a new Elm Partners Management position in Q2 2026.
  • Vanguard Utilities ETF made up 0.02% of Elm Partners Management's portfolio in Q2 2026, its #104 holding.
  • Elm Partners Management first reported a position in Vanguard Utilities ETF in Q1 2022 and has held it in 2 quarters since.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.