GWS
VPU

Greykasell Wealth Strategies’s Vanguard Utilities ETF VPU Stock Holding History

Greykasell Wealth Strategies’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 		$190K Buy
968
+543
+128% +$106K 0.07% 153
2026
Q1 		$84.3K Buy
425
+130
+44% +$25.3K 0.03% 206
2025
Q4 		$54.6K Buy
+295
New +$56.6K 0.02% 231

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 22.9% 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

Greykasell Wealth Strategies's VPU Position: Q2 2026 in Review

Greykasell Wealth Strategies increased its Vanguard Utilities ETF (VPU) stake by 128% in Q2 2026, buying an estimated $106K and bringing the position to 968 shares worth $190K. The position accounts for 0.07% of the portfolio, ranked #153.

Greykasell Wealth Strategies first reported a position in VPU in Q4 2025 and has held it in 3 quarters since. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Greykasell Wealth Strategies held 968 shares of Vanguard Utilities ETF worth $190K as of Q2 2026.
  • Greykasell Wealth Strategies bought 543 Vanguard Utilities ETF shares in Q2 2026, an estimated $106K.
  • Vanguard Utilities ETF made up 0.07% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #153 holding.
  • Greykasell Wealth Strategies first reported a position in Vanguard Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • 697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.