MWM
VPU

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

Mittelman 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 		$5.82M Sell
5,623
-17,763
-76% -$3.48M 3.85% 9
2026
Q1 		$4.63M Buy
23,386
+2,572
+12% +$500K 2.89% 11
2025
Q4 		$3.85M Buy
20,814
+5,108
+33% +$981K 2.5% 12
2025
Q3 		$2.97M Buy
+15,706
New +$2.88M 1.95% 13

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

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

Mittelman Wealth Management reduced its Vanguard Utilities ETF (VPU) stake by 76% in Q2 2026, selling an estimated $3.48M and leaving 5,623 shares worth $5.82M. The position accounts for 3.85% of the portfolio, ranked #9.

Mittelman Wealth Management first reported a position in VPU in Q3 2025 and has held it in 4 quarters since. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Mittelman Wealth Management held 5,623 shares of Vanguard Utilities ETF worth $5.82M as of Q2 2026.
  • Mittelman Wealth Management sold 17,763 Vanguard Utilities ETF shares in Q2 2026, an estimated $3.48M.
  • Vanguard Utilities ETF made up 3.85% of Mittelman Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Mittelman Wealth Management first reported a position in Vanguard Utilities ETF in Q3 2025 and has held it in 4 quarters since.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.