NWMG
VPU

National Wealth Management Group’s Vanguard Utilities ETF VPU Stock Holding History

National Wealth 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 		$608K Sell
3,108
-103
-3% -$20.2K 0.19% 100
2026
Q1 		$636K Sell
3,211
-50
-2% -$9.71K 0.24% 93
2025
Q4 		$603K Sell
3,261
-123
-4% -$23.6K 0.21% 107
2025
Q3 		$641K Buy
3,384
+6
+0.2% +$1.1K 0.24% 95
2025
Q2 		$596K Sell
3,378
-338
-9% -$58.3K 0.33% 71
2025
Q1 		$635K Sell
3,716
-329
-8% -$55.6K 0.42% 58
2024
Q4 		$661K Sell
4,045
-18
-0.4% -$3.08K 0.44% 52
2024
Q3 		$707K Sell
4,063
-173
-4% -$27.8K 0.48% 49
2024
Q2 		$627K Sell
4,236
-267
-6% -$39.8K 0.48% 51
2024
Q1 		$642K Sell
4,503
-329
-7% -$44.5K 0.5% 47
2023
Q4 		$662K Sell
4,832
-1,360
-22% -$180K 0.64% 41
2023
Q3 		$790K Sell
6,192
-666
-10% -$93.2K 0.86% 32
2023
Q2 		$960K Sell
6,858
-1,013
-13% -$148K 1% 29
2023
Q1 		$1.18M Sell
7,871
-143
-2% -$21.2K 1.35% 20
2022
Q4 		$1.23M Sell
8,014
-1,202
-13% -$178K 1.47% 16
2022
Q3 		$1.31M Sell
9,216
-131
-1% -$20.9K 1.7% 13
2022
Q2 		$1.42M Buy
9,347
+615
+7% +$96.8K 1.8% 13
2022
Q1 		$1.41M Buy
8,732
+468
+6% +$70.8K 1.36% 17
2021
Q4 		$1.29M Buy
+8,264
New +$1.22M 1.21% 24

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

National Wealth Management Group's VPU Position: Q2 2026 in Review

National Wealth Management Group reduced its Vanguard Utilities ETF (VPU) stake by 3.2% in Q2 2026, selling an estimated $20.2K and leaving 3,108 shares worth $608K. The position accounts for 0.19% of the portfolio, ranked #100.

National Wealth Management Group first reported a position in VPU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.42M in Q2 2022. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • National Wealth Management Group held 3,108 shares of Vanguard Utilities ETF worth $608K as of Q2 2026.
  • National Wealth Management Group sold 103 Vanguard Utilities ETF shares in Q2 2026, an estimated $20.2K.
  • Vanguard Utilities ETF made up 0.19% of National Wealth Management Group's portfolio in Q2 2026, its #100 holding.
  • National Wealth Management Group first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 19 quarters since.
  • National Wealth Management Group's Vanguard Utilities ETF position peaked at $1.42M in Q2 2022.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.