GWP
VPU

Gen-Wealth Partners’s Vanguard Utilities ETF VPU Stock Holding History

Gen-Wealth Partners’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 		$5.68K Hold
29
– – ﹤0.01% 586
2026
Q1 		$5.75K Hold
29
– – ﹤0.01% 583
2025
Q4 		$5.37K Hold
29
– – ﹤0.01% 565
2025
Q3 		$5.49K Hold
29
– – ﹤0.01% 564
2025
Q2 		$5.12K Hold
29
– – ﹤0.01% 522
2025
Q1 		$4.95K Hold
29
– – ﹤0.01% 498
2024
Q4 		$4.74K Sell
29
-126
-81% -$21.6K ﹤0.01% 532
2024
Q3 		$26.4K Buy
+155
New +$24.9K 0.01% 427

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

Gen-Wealth Partners's VPU Position: Q2 2026 in Review

Gen-Wealth Partners held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 29 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Gen-Wealth Partners first reported a position in VPU in Q3 2024 and has held it in 8 quarters since. The position peaked at $26.4K in Q3 2024. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Gen-Wealth Partners held 29 shares of Vanguard Utilities ETF worth $5.68K as of Q2 2026.
  • Gen-Wealth Partners left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #586 holding.
  • Gen-Wealth Partners first reported a position in Vanguard Utilities ETF in Q3 2024 and has held it in 8 quarters since.
  • Gen-Wealth Partners's Vanguard Utilities ETF position peaked at $26.4K in Q3 2024.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.