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 Q1	$725K	Buy	+3,658	New	+$711K	0.05%	198

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Evergreen Wealth Solutions's VPU Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in Vanguard Utilities ETF (VPU) in Q1 2026: 3,658 shares worth $725K. The stake represents 0.05% of the portfolio and ranks #198 among its holdings.

670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Evergreen Wealth Solutions held 3,658 shares of Vanguard Utilities ETF worth $725K as of Q1 2026.
Vanguard Utilities ETF was a new Evergreen Wealth Solutions position in Q1 2026.
Vanguard Utilities ETF made up 0.05% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #198 holding.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.