MWM
VPU

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

Modern 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 		$655K Buy
+3,349
New +$657K 0.01% 638
2026
Q1 		– Sell
-1,087
Closed -$201K – 950
2025
Q4 		$201K Buy
1,087
+18
+2% +$3.46K ﹤0.01% 810
2025
Q3 		$203K Sell
1,069
-380
-26% -$69.6K ﹤0.01% 764
2025
Q2 		$256K Sell
1,449
-129
-8% -$22.3K 0.01% 656
2025
Q1 		$270K Sell
1,578
-53
-3% -$8.95K 0.01% 564
2024
Q4 		$266K Buy
1,631
+22
+1% +$3.77K 0.01% 486
2024
Q3 		$280K Sell
1,609
-30
-2% -$4.82K 0.02% 357
2024
Q2 		$242K Sell
1,639
-25
-2% -$3.73K 0.02% 349
2024
Q1 		$237K Buy
+1,664
New +$225K 0.02% 270

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

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

Modern Wealth Management opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 3,349 shares worth $655K. The stake represents 0.01% of the portfolio and ranks #638 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in VPU as recently as Q4 2025.

Modern Wealth Management first reported a position in VPU in Q1 2024 and has held it in 9 quarters since. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Modern Wealth Management held 3,349 shares of Vanguard Utilities ETF worth $655K as of Q2 2026.
  • Vanguard Utilities ETF was a new Modern Wealth Management position in Q2 2026.
  • Vanguard Utilities ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #638 holding.
  • Modern Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2024 and has held it in 9 quarters since.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.