NMG
VPU

New Millennium Group’s Vanguard Utilities ETF VPU Stock Holding History

New Millennium 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
2025
Q4 		$8K Sell
43
-1
-2% -$192 ﹤0.01% 218
2025
Q3 		$8.43K Hold
44
– – ﹤0.01% 230
2025
Q2 		$7.81K Hold
44
– – ﹤0.01% 214
2025
Q1 		$7.51K Hold
44
– – ﹤0.01% 229
2024
Q4 		$7.14K Buy
44
+1
+2% +$171 ﹤0.01% 263
2024
Q3 		$7.51K Hold
43
– – ﹤0.01% 206
2024
Q2 		$6.34K Buy
+43
New +$6.41K ﹤0.01% 217
2024
Q1 		– Sell
-152
Closed -$20.8K – 403
2023
Q4 		$20.8K Sell
152
-6
-4% -$792 0.02% 157
2023
Q3 		$20.1K Hold
158
– – 0.02% 135
2023
Q2 		$22.4K Sell
158
-197
-55% -$28.9K 0.02% 126
2023
Q1 		$52.3K Buy
355
+2
+0.6% +$296 0.05% 92
2022
Q4 		$54.2K Buy
353
+23
+7% +$3.41K 0.06% 93
2022
Q3 		$47K Sell
330
-52
-14% -$8.29K 0.05% 97
2022
Q2 		$58K Buy
+382
New +$60.1K 0.06% 88

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
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return