NW
VPU

NewEdge Wealth’s Vanguard Utilities ETF VPU Stock Holding History

NewEdge Wealth’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 		$909K Sell
4,646
-548
-11% -$107K 0.01% 682
2026
Q1 		$1.03M Buy
+5,194
New +$1.01M 0.01% 620
2025
Q3 		– Sell
-1,122
Closed -$210K – 1065
2025
Q2 		$210K Buy
+1,122
New +$194K ﹤0.01% 918
2025
Q1 		– Sell
-1,673
Closed -$273K – 989
2024
Q4 		$273K Buy
+1,673
New +$286K ﹤0.01% 791

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

NewEdge Wealth's VPU Position: Q2 2026 in Review

NewEdge Wealth reduced its Vanguard Utilities ETF (VPU) stake by 11% in Q2 2026, selling an estimated $107K and leaving 4,646 shares worth $909K. The position accounts for 0.01% of the portfolio, ranked #682.

NewEdge Wealth first reported a position in VPU in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.03M in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • NewEdge Wealth held 4,646 shares of Vanguard Utilities ETF worth $909K as of Q2 2026.
  • NewEdge Wealth sold 548 Vanguard Utilities ETF shares in Q2 2026, an estimated $107K.
  • Vanguard Utilities ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #682 holding.
  • NewEdge Wealth first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 4 quarters since.
  • NewEdge Wealth's Vanguard Utilities ETF position peaked at $1.03M in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.