True Wealth Design’s Vanguard Utilities ETF VPU Stock Holding History

True Wealth Design’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	$68.1K	Hold	348	–	–	0.02%	375
2026 Q1	$69K	Hold	348	–	–	0.02%	309
2025 Q4	$64.4K	Hold	348	–	–	0.02%	269
2025 Q3	$65.9K	Hold	348	–	–	0.02%	259
2025 Q2	$61.4K	Hold	348	–	–	0.02%	176
2025 Q1	$59.4K	Hold	348	–	–	0.02%	161
2024 Q4	$56.9K	Hold	348	–	–	0.02%	143
2024 Q3	$60.6K	Hold	348	–	–	0.02%	108
2024 Q2	$51.5K	Hold	348	–	–	0.01%	162
2024 Q1	$49.6K	Hold	348	–	–	0.01%	164
2023 Q4	$47.7K	Hold	348	–	–	0.01%	154
2023 Q3	$44.4K	Hold	348	–	–	0.01%	153
2023 Q2	$49.5K	Hold	348	–	–	0.02%	154
2023 Q1	$51.3K	Hold	348	–	–	0.02%	157
2022 Q4	$53.4K	Buy	+348	New	+$51.6K	0.02%	144

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

True Wealth Design's VPU Position: Q2 2026 in Review

True Wealth Design held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 348 shares worth $68.1K. The position accounts for 0.02% of the portfolio, ranked #375.

True Wealth Design first reported a position in VPU in Q4 2022 and has held it in 15 quarters since. The position peaked at $69K in Q1 2026. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

True Wealth Design held 348 shares of Vanguard Utilities ETF worth $68.1K as of Q2 2026.
True Wealth Design left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #375 holding.
True Wealth Design first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Vanguard Utilities ETF position peaked at $69K in Q1 2026.
692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.