FDW
VPU

Fourth Dimension Wealth’s Vanguard Utilities ETF VPU Stock Holding History

Fourth Dimension Wealth’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 		$19.6K Hold
100
– – 0.01% 385
2026
Q1 		$19.8K Hold
100
– – 0.01% 321
2025
Q4 		$18.5K Hold
100
– – 0.01% 341
2025
Q3 		$18.9K Hold
100
– – 0.01% 331
2025
Q2 		$17.7K Hold
100
– – 0.01% 345
2025
Q1 		$17.1K Buy
+100
New +$16.9K 0.01% 337

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

Fourth Dimension Wealth's VPU Position: Q2 2026 in Review

Fourth Dimension Wealth held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 100 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #385.

Fourth Dimension Wealth first reported a position in VPU in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.8K in Q1 2026. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Fourth Dimension Wealth held 100 shares of Vanguard Utilities ETF worth $19.6K as of Q2 2026.
  • Fourth Dimension Wealth left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #385 holding.
  • Fourth Dimension Wealth first reported a position in Vanguard Utilities ETF in Q1 2025 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's Vanguard Utilities ETF position peaked at $19.8K in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.