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
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 $1.66T 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

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

Mittelman Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 12% in Q1 2026, buying an estimated $500K and bringing the position to 23,386 shares worth $4.63M. The position accounts for 2.89% of the portfolio, ranked #11.

Mittelman Wealth Management first reported a position in VPU in Q3 2025 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Mittelman Wealth Management held 23,386 shares of Vanguard Utilities ETF worth $4.63M as of Q1 2026.
  • Mittelman Wealth Management bought 2,572 Vanguard Utilities ETF shares in Q1 2026, an estimated $500K.
  • Vanguard Utilities ETF made up 2.89% of Mittelman Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Mittelman Wealth Management first reported a position in Vanguard Utilities ETF in Q3 2025 and has held it in 3 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.