PWMG
VPU

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

Pinnacle 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
Q1 		$3.27M Buy
16,509
+1,225
+8% +$238K 1.61% 21
2025
Q4 		$2.83M Buy
15,284
+282
+2% +$54.1K 1.41% 24
2025
Q3 		$2.84M Buy
15,002
+621
+4% +$114K 1.46% 24
2025
Q2 		$2.54M Buy
14,381
+664
+5% +$115K 1.46% 23
2025
Q1 		$2.34M Buy
+13,717
New +$2.32M 1.63% 20
2023
Q2 		– Sell
-6,204
Closed -$915K – 104
2023
Q1 		$915K Sell
6,204
-3,312
-35% -$490K 0.79% 34
2022
Q4 		$1.46M Buy
9,516
+32
+0.3% +$4.74K 1.29% 25
2022
Q3 		$1.35M Buy
+9,484
New +$1.51M 1.19% 23

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return