IHWM
VPU

Iron Horse Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Iron Horse 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
2025
Q2 		$5.65K Hold
32
– – ﹤0.01% 361
2025
Q1 		$5.47K Hold
32
– – ﹤0.01% 346
2024
Q4 		$5.23K Hold
32
– – ﹤0.01% 301
2024
Q3 		$5.57K Hold
32
– – ﹤0.01% 292
2024
Q2 		$4.73K Hold
32
– – ﹤0.01% 283
2024
Q1 		$4.56K Hold
32
– – ﹤0.01% 265
2023
Q4 		$4.39K Hold
32
– – ﹤0.01% 281
2023
Q3 		$4.08K Buy
+32
New +$4.48K ﹤0.01% 284

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Iron Horse Wealth Management's VPU Position: Q2 2025 in Review

Iron Horse Wealth Management held its Vanguard Utilities ETF (VPU) position steady in Q2 2025 at 32 shares worth $5.65K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Iron Horse Wealth Management first reported a position in VPU in Q3 2023 and has held it in 8 quarters since. 617 funds tracked by Wall St. Rank hold VPU as of Q2 2025.

  • Iron Horse Wealth Management held 32 shares of Vanguard Utilities ETF worth $5.65K as of Q2 2025.
  • Iron Horse Wealth Management left its Vanguard Utilities ETF share count unchanged in Q2 2025.
  • Vanguard Utilities ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #361 holding.
  • Iron Horse Wealth Management first reported a position in Vanguard Utilities ETF in Q3 2023 and has held it in 8 quarters since.
  • 617 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.