Maltin Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Maltin 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
2026 Q2	$1.16M	Buy	5,909 +36	+0.6%	+$7.06K	0.39%	61
2026 Q1	$1.16M	Buy	5,873 +857	+17%	+$167K	0.44%	57
2025 Q4	$928K	Buy	5,016 +417	+9%	+$80.1K	0.37%	62
2025 Q3	$871K	Buy	4,599 +133	+3%	+$24.4K	0.36%	61
2025 Q2	$788K	Buy	4,466 +30	+0.7%	+$5.17K	0.35%	62
2025 Q1	$758K	Buy	4,436 +188	+4%	+$31.8K	0.36%	61
2024 Q4	$694K	Buy	4,248 +61	+1%	+$10.4K	0.34%	68
2024 Q3	$729K	Buy	4,187 +220	+6%	+$35.4K	0.35%	65
2024 Q2	$587K	Buy	3,967 +75	+2%	+$11.2K	0.32%	71
2024 Q1	$555K	Buy	3,892 +76	+2%	+$10.3K	0.31%	72
2023 Q4	$523K	Buy	+3,816	New	+$504K	0.33%	71
2020 Q1	–	Sell	-1,070	Closed	-$153K	–	137
2019 Q4	$153K	Buy	+1,070	New	+$150K	0.1%	77

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Maltin Wealth Management's VPU Position: Q2 2026 in Review

Maltin Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 0.61% in Q2 2026, buying an estimated $7.06K and bringing the position to 5,909 shares worth $1.16M. The position accounts for 0.39% of the portfolio, ranked #61.

Maltin Wealth Management first reported a position in VPU in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.16M in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Maltin Wealth Management held 5,909 shares of Vanguard Utilities ETF worth $1.16M as of Q2 2026.
Maltin Wealth Management bought 36 Vanguard Utilities ETF shares in Q2 2026, an estimated $7.06K.
Vanguard Utilities ETF made up 0.39% of Maltin Wealth Management's portfolio in Q2 2026, its #61 holding.
Maltin Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 12 quarters since.
Maltin Wealth Management's Vanguard Utilities ETF position peaked at $1.16M in Q1 2026.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.