MWM
VPU

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

Meridian 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
Q1 		$811K Sell
4,093
-60
-1% -$11.7K 0.03% 393
2025
Q4 		$768K Buy
4,153
+60
+1% +$11.5K 0.03% 396
2025
Q3 		$775K Buy
4,093
+909
+29% +$166K 0.03% 382
2025
Q2 		$562K Buy
3,184
+190
+6% +$32.8K 0.02% 419
2025
Q1 		$511K Hold
2,994
– – 0.02% 407
2024
Q4 		$489K Buy
2,994
+92
+3% +$15.7K 0.02% 415
2024
Q3 		$505K Sell
2,902
-475
-14% -$76.4K 0.02% 405
2024
Q2 		$500K Buy
+3,377
New +$503K 0.06% 172
2024
Q1 		– Sell
-2,723
Closed -$373K – 555
2023
Q4 		$373K Sell
2,723
-457
-14% -$60.3K 0.02% 442
2023
Q3 		$406K Hold
3,180
– – 0.02% 403
2023
Q2 		$452K Hold
3,180
– – 0.04% 346
2023
Q1 		$469K Hold
3,180
– – 0.04% 331
2022
Q4 		$488K Hold
3,180
– – 0.05% 307
2022
Q3 		$452K Sell
3,180
-480
-13% -$76.5K 0.05% 290
2022
Q2 		$558K Buy
3,660
+458
+14% +$72.1K 0.05% 329
2022
Q1 		$518K Hold
3,202
– – 0.06% 239
2021
Q4 		$501K Hold
3,202
– – 0.05% 247
2021
Q3 		$446K Buy
3,202
+99
+3% +$14.5K 0.06% 244
2021
Q2 		$431K Hold
3,103
– – 0.05% 250
2021
Q1 		$436K Hold
3,103
– – 0.06% 230
2020
Q4 		$425K Buy
+3,103
New +$428K 0.07% 214

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
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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Meridian Wealth Management's VPU Position: Q1 2026 in Review

Meridian Wealth Management reduced its Vanguard Utilities ETF (VPU) stake by 1.4% in Q1 2026, selling an estimated $11.7K and leaving 4,093 shares worth $811K. The position accounts for 0.03% of the portfolio, ranked #393.

Meridian Wealth Management first reported a position in VPU in Q4 2020 and has held it in 21 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Meridian Wealth Management held 4,093 shares of Vanguard Utilities ETF worth $811K as of Q1 2026.
  • Meridian Wealth Management sold 60 Vanguard Utilities ETF shares in Q1 2026, an estimated $11.7K.
  • Vanguard Utilities ETF made up 0.03% of Meridian Wealth Management's portfolio in Q1 2026, its #393 holding.
  • Meridian Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 21 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.