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

Silverlake 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	$1.1M	Sell	5,617 -175	-3%	-$34.3K	0.21%	135
2026 Q1	$1.15M	Sell	5,792 -108	-2%	-$21K	0.24%	125
2025 Q4	$1.09M	Buy	5,900 +9	+0.2%	+$1.73K	0.24%	117
2025 Q3	$1.12M	Sell	5,891 -132	-2%	-$24.2K	0.27%	113
2025 Q2	$1.06M	Buy	6,023 +493	+9%	+$85K	0.31%	99
2025 Q1	$945K	Buy	5,530 +128	+2%	+$21.6K	0.36%	76
2024 Q4	$883K	Buy	5,402 +1,113	+26%	+$190K	0.34%	79
2024 Q3	$747K	Buy	4,289 +341	+9%	+$54.8K	0.28%	94
2024 Q2	$584K	Buy	+3,948	New	+$588K	0.24%	104

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

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

Silverlake Wealth Management reduced its Vanguard Utilities ETF (VPU) stake by 3% in Q2 2026, selling an estimated $34.3K and leaving 5,617 shares worth $1.1M. The position accounts for 0.21% of the portfolio, ranked #135.

Silverlake Wealth Management first reported a position in VPU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.15M in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Silverlake Wealth Management held 5,617 shares of Vanguard Utilities ETF worth $1.1M as of Q2 2026.
Silverlake Wealth Management sold 175 Vanguard Utilities ETF shares in Q2 2026, an estimated $34.3K.
Vanguard Utilities ETF made up 0.21% of Silverlake Wealth Management's portfolio in Q2 2026, its #135 holding.
Silverlake Wealth Management first reported a position in Vanguard Utilities ETF in Q2 2024 and has held it in 9 quarters since.
Silverlake Wealth Management's Vanguard Utilities ETF position peaked at $1.15M in Q1 2026.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.