EWS
VPU

Evergreen Wealth Solutions’s Vanguard Utilities ETF VPU Stock Holding History

Evergreen Wealth Solutions’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 		$718K Buy
3,768
+110
+3% +$21.6K 0.04% 253
2026
Q1 		$725K Buy
+3,658
New +$711K 0.05% 198

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

Evergreen Wealth Solutions's VPU Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Vanguard Utilities ETF (VPU) stake by 3% in Q2 2026, buying an estimated $21.6K and bringing the position to 3,768 shares worth $718K. The position accounts for 0.04% of the portfolio, ranked #253.

Evergreen Wealth Solutions first reported a position in VPU in Q1 2026 and has held it in 2 quarters since. The position peaked at $725K in Q1 2026. 694 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Evergreen Wealth Solutions held 3,768 shares of Vanguard Utilities ETF worth $718K as of Q2 2026.
  • Evergreen Wealth Solutions bought 110 Vanguard Utilities ETF shares in Q2 2026, an estimated $21.6K.
  • Vanguard Utilities ETF made up 0.04% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #253 holding.
  • Evergreen Wealth Solutions first reported a position in Vanguard Utilities ETF in Q1 2026 and has held it in 2 quarters since.
  • Evergreen Wealth Solutions's Vanguard Utilities ETF position peaked at $725K in Q1 2026.
  • 694 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.