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

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

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. 693 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.
  • 693 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.