Tower View Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $45.8K | Buy |
234
+2
| +0.9% | +$392 | 0.02% | 105 |
|
|
2026
Q1 | $46.1K | Buy |
232
+151
| +186% | +$29.3K | 0.02% | 98 |
|
|
2025
Q4 | $15K | Hold |
81
| – | – | 0.01% | 122 |
|
|
2025
Q3 | $15.3K | Buy |
81
+1
| +1% | +$183 | 0.01% | 116 |
|
|
2025
Q2 | $14.2K | Hold |
80
| – | – | 0.01% | 133 |
|
|
2025
Q1 | $13.6K | Buy |
80
+1
| +1% | +$169 | 0.01% | 122 |
|
|
2024
Q4 | $12.9K | Buy |
79
+1
| +1% | +$171 | 0.01% | 119 |
|
|
2024
Q3 | $13.6K | Buy |
78
+1
| +1% | +$161 | 0.01% | 122 |
|
|
2024
Q2 | $11.4K | Hold |
77
| – | – | 0.01% | 128 |
|
|
2024
Q1 | $11K | Hold |
77
| – | – | 0.01% | 131 |
|
|
2023
Q4 | $11K | Buy |
77
+2
| +3% | +$264 | 0.01% | 124 |
|
|
2023
Q3 | $10K | Hold |
75
| – | – | 0.01% | 117 |
|
|
2023
Q2 | $11K | Hold |
75
| – | – | 0.01% | 116 |
|
|
2023
Q1 | $11K | Buy |
75
+1
| +1% | +$148 | 0.01% | 112 |
|
|
2022
Q4 | $11K | Buy |
74
+1
| +1% | +$148 | 0.01% | 117 |
|
|
2022
Q3 | $10K | Hold |
73
| – | – | 0.01% | 119 |
|
|
2022
Q2 | $11K | Buy |
73
+1
| +1% | +$157 | 0.01% | 113 |
|
|
2022
Q1 | $12K | Hold |
72
| – | – | 0.01% | 143 |
|
|
2021
Q4 | $11K | Buy |
72
+1
| +1% | +$147 | 0.01% | 151 |
|
|
2021
Q3 | $10K | Hold |
71
| – | – | 0.01% | 183 |
|
|
2021
Q2 | $10K | Buy |
71
+1
| +1% | +$143 | 0.01% | 134 |
|
|
2021
Q1 | $10K | Sell |
70
-364
| -84% | -$49.6K | 0.01% | 135 |
|
|
2020
Q4 | $60K | Buy |
434
+122
| +39% | +$16.8K | 0.03% | 100 |
|
|
2020
Q3 | $40K | Buy |
312
+2
| +0.6% | +$259 | 0.03% | 92 |
|
|
2020
Q2 | $38K | Buy |
310
+3
| +1% | +$380 | 0.03% | 85 |
|
|
2020
Q1 | $37K | Buy |
307
+3
| +1% | +$422 | 0.03% | 79 |
|
|
2019
Q4 | $43K | Buy |
304
+4
| +1% | +$563 | 0.03% | 84 |
|
|
2019
Q3 | $43K | Hold |
300
| – | – | 0.04% | 84 |
|
|
2019
Q2 | $40K | Sell |
300
-33
| -10% | -$4.32K | 0.03% | 81 |
|
|
2019
Q1 | $43K | Buy |
333
+2
| +0.6% | +$248 | 0.04% | 80 |
|
|
2018
Q4 | $39K | Buy |
331
+3
| +0.9% | +$363 | 0.04% | 81 |
|
|
2018
Q3 | $39K | Buy |
328
+5
| +2% | +$593 | 0.03% | 99 |
|
|
2018
Q2 | $37K | Hold |
323
| – | – | 0.03% | 96 |
|
|
2018
Q1 | $36K | Buy |
323
+3
| +0.9% | +$331 | 0.04% | 97 |
|
|
2017
Q4 | $37K | Buy |
+320
| New | +$38.6K | 0.03% | 100 |
|
Other funds holding VPU
BCMIO
Tower View Wealth Management's VPU Position: Q2 2026 in Review
Tower View Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 0.86% in Q2 2026, buying an estimated $392 and bringing the position to 234 shares worth $45.8K. The position accounts for 0.02% of the portfolio, ranked #105.
Tower View Wealth Management first reported a position in VPU in Q4 2017 and has held it in 35 quarters since. The position peaked at $60K in Q4 2020. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.
- Tower View Wealth Management held 234 shares of Vanguard Utilities ETF worth $45.8K as of Q2 2026.
- Tower View Wealth Management bought 2 Vanguard Utilities ETF shares in Q2 2026, an estimated $392.
- Vanguard Utilities ETF made up 0.02% of Tower View Wealth Management's portfolio in Q2 2026, its #105 holding.
- Tower View Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2017 and has held it in 35 quarters since.
- Tower View Wealth Management's Vanguard Utilities ETF position peaked at $60K in Q4 2020.
- 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.
Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.