NWM
VPU

Nova Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Nova Wealth Management’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 		$235K Buy
1,202
+634
+112% +$124K 0.13% 128
2026
Q1 		$113K Hold
568
– – 0.07% 162
2025
Q4 		$105K Buy
568
+375
+194% +$72K 0.07% 163
2025
Q3 		$36.6K Sell
193
-6
-3% -$1.1K 0.03% 238
2025
Q2 		$35.1K Sell
199
-55
-22% -$9.49K 0.03% 249
2025
Q1 		$43.4K Buy
+254
New +$42.9K 0.04% 210

Other funds holding VPU

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Nova Wealth Management's VPU Position: Q2 2026 in Review

Nova Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 112% in Q2 2026, buying an estimated $124K and bringing the position to 1,202 shares worth $235K. The position accounts for 0.13% of the portfolio, ranked #128.

Nova Wealth Management first reported a position in VPU in Q1 2025 and has held it in 6 quarters since. 108 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Nova Wealth Management held 1,202 shares of Vanguard Utilities ETF worth $235K as of Q2 2026.
  • Nova Wealth Management bought 634 Vanguard Utilities ETF shares in Q2 2026, an estimated $124K.
  • Vanguard Utilities ETF made up 0.13% of Nova Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Nova Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2025 and has held it in 6 quarters since.
  • 108 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

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