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

Evolution 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	$29.4K	Buy	+150	New	+$29.4K	0.02%	398

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 22.96% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Empower Advisory Group 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

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

Evolution Wealth Management opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 150 shares worth $29.4K. The stake represents 0.02% of the portfolio and ranks #398 among its holdings.

691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Evolution Wealth Management held 150 shares of Vanguard Utilities ETF worth $29.4K as of Q2 2026.
Vanguard Utilities ETF was a new Evolution Wealth Management position in Q2 2026.
Vanguard Utilities ETF made up 0.02% of Evolution Wealth Management's portfolio in Q2 2026, its #398 holding.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.