Monetary Management Group’s Vanguard Utilities ETF VPU Stock Holding History

Monetary Management Group’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	$13.3K	Hold	68	–	–	﹤0.01%	326
2026 Q1	$13.5K	Hold	68	–	–	﹤0.01%	320
2025 Q4	$12.6K	Hold	68	–	–	﹤0.01%	314
2025 Q3	$12.9K	Hold	68	–	–	﹤0.01%	317
2025 Q2	$12K	Hold	68	–	–	﹤0.01%	323
2025 Q1	$11.6K	Hold	68	–	–	﹤0.01%	320
2024 Q4	$11.1K	Hold	68	–	–	﹤0.01%	324
2024 Q3	$11.8K	Buy	+68	New	+$10.9K	﹤0.01%	325
2024 Q1	–	Sell	-68	Closed	-$9.32K	–	335
2023 Q4	$9.32K	Buy	+68	New	+$8.98K	﹤0.01%	318
2023 Q3	–	Sell	-78	Closed	-$11.1K	–	338
2023 Q2	$11.1K	Hold	78	–	–	﹤0.01%	326
2023 Q1	$11.5K	Hold	78	–	–	﹤0.01%	322
2022 Q4	$12K	Sell	78 -50	-39%	-$7.41K	﹤0.01%	326
2022 Q3	$18K	Sell	128 -50	-28%	-$7.97K	0.01%	312
2022 Q2	$27K	Sell	178 -110	-38%	-$17.3K	0.01%	290
2022 Q1	$47K	Hold	288	–	–	0.01%	277
2021 Q4	$45K	Buy	+288	New	+$42.5K	0.01%	278

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 22.9% 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

Monetary Management Group's VPU Position: Q2 2026 in Review

Monetary Management Group held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 68 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Monetary Management Group first reported a position in VPU in Q4 2021 and has held it in 16 quarters since. The position peaked at $47K in Q1 2022. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Monetary Management Group held 68 shares of Vanguard Utilities ETF worth $13.3K as of Q2 2026.
Monetary Management Group left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up ﹤0.01% of Monetary Management Group's portfolio in Q2 2026, its #326 holding.
Monetary Management Group first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 16 quarters since.
Monetary Management Group's Vanguard Utilities ETF position peaked at $47K in Q1 2022.
697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.