IWC
VPU

Integrated Wealth Concepts’s Vanguard Utilities ETF VPU Stock Holding History

Integrated Wealth Concepts’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 		$5.43M Buy
27,728
+1,825
+7% +$358K 0.04% 447
2026
Q1 		$5.13M Buy
25,903
+3,635
+16% +$706K 0.04% 416
2025
Q4 		$4.12M Sell
22,268
-100
-0.4% -$19.2K 0.05% 338
2025
Q3 		$4.24M Buy
22,368
+4,030
+22% +$738K 0.04% 424
2025
Q2 		$3.24M Buy
18,338
+1,616
+10% +$279K 0.03% 471
2025
Q1 		$2.86M Sell
16,722
-6,694
-29% -$1.13M 0.03% 484
2024
Q4 		$3.83M Buy
23,416
+3,247
+16% +$556K 0.04% 349
2024
Q3 		$3.51M Buy
20,169
+6,990
+53% +$1.12M 0.04% 372
2024
Q2 		$1.95M Sell
13,179
-35
-0.3% -$5.21K 0.03% 514
2024
Q1 		$1.88M Sell
13,214
-1,478
-10% -$200K 0.03% 539
2023
Q4 		$2.01M Sell
14,692
-339
-2% -$44.8K 0.03% 479
2023
Q3 		$1.92M Buy
15,031
+14
+0.1% +$1.96K 0.03% 469
2023
Q2 		$2.13M Sell
15,017
-3,955
-21% -$579K 0.04% 436
2023
Q1 		$2.8M Buy
18,972
+2,412
+15% +$357K 0.06% 308
2022
Q4 		$2.54M Buy
16,560
+3,064
+23% +$454K 0.07% 267
2022
Q3 		$1.92M Buy
13,496
+622
+5% +$99.1K 0.06% 297
2022
Q2 		$1.96M Buy
12,874
+4,503
+54% +$709K 0.06% 287
2022
Q1 		$1.35M Sell
8,371
-348
-4% -$52.6K 0.04% 329
2021
Q4 		$1.36M Buy
8,719
+2,164
+33% +$319K 0.04% 337
2021
Q3 		$912K Buy
6,555
+4
+0.1% +$584 0.03% 415
2021
Q2 		$909K Buy
6,551
+247
+4% +$35.4K 0.03% 383
2021
Q1 		$886K Buy
6,304
+1,864
+42% +$254K 0.04% 323
2020
Q4 		$609K Buy
4,440
+1,352
+44% +$186K 0.03% 369
2020
Q3 		$399K Buy
3,088
+1,363
+79% +$176K 0.02% 396
2020
Q2 		$213K Sell
1,725
-67
-4% -$8.48K 0.02% 477
2020
Q1 		$218K Sell
1,792
-622
-26% -$87.4K 0.02% 379
2019
Q4 		$345K Buy
2,414
+789
+49% +$111K 0.03% 338
2019
Q3 		$233K Buy
+1,625
New +$223K 0.03% 369

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

Integrated Wealth Concepts's VPU Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Vanguard Utilities ETF (VPU) stake by 7% in Q2 2026, buying an estimated $358K and bringing the position to 27,728 shares worth $5.43M. The position accounts for 0.04% of the portfolio, ranked #447.

Integrated Wealth Concepts first reported a position in VPU in Q3 2019 and has held it in 28 quarters since. 696 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Integrated Wealth Concepts held 27,728 shares of Vanguard Utilities ETF worth $5.43M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,825 Vanguard Utilities ETF shares in Q2 2026, an estimated $358K.
  • Vanguard Utilities ETF made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #447 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard Utilities ETF in Q3 2019 and has held it in 28 quarters since.
  • 696 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.