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 Q2	$3.27M	Buy	16,697 +188	+1%	+$36.9K	1.52%	23
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Wealth Management Group's VPU Position: Q2 2026 in Review

Pinnacle Wealth Management Group increased its Vanguard Utilities ETF (VPU) stake by 1.1% in Q2 2026, buying an estimated $36.9K and bringing the position to 16,697 shares worth $3.27M. The position accounts for 1.52% of the portfolio, ranked #23.

Pinnacle Wealth Management Group first reported a position in VPU in Q3 2022 and has held it in 9 quarters since. The position peaked at $3.27M in Q1 2026. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Pinnacle Wealth Management Group held 16,697 shares of Vanguard Utilities ETF worth $3.27M as of Q2 2026.
Pinnacle Wealth Management Group bought 188 Vanguard Utilities ETF shares in Q2 2026, an estimated $36.9K.
Vanguard Utilities ETF made up 1.52% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #23 holding.
Pinnacle Wealth Management Group first reported a position in Vanguard Utilities ETF in Q3 2022 and has held it in 9 quarters since.
Pinnacle Wealth Management Group's Vanguard Utilities ETF position peaked at $3.27M in Q1 2026.
693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.