MMG
VPU

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
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
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 $376B 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return