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

Vermillion 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	$240K	Buy	1,228 +2	+0.2%	+$392	0.06%	157
2026 Q1	$243K	Buy	1,226 +3	+0.2%	+$583	0.1%	90
2025 Q4	$226K	Buy	1,223 +3	+0.2%	+$576	0.09%	89
2025 Q3	$231K	Buy	1,220 +2	+0.2%	+$366	0.06%	149
2025 Q2	$215K	Buy	1,218 +3	+0.2%	+$517	0.1%	80
2025 Q1	$208K	Buy	1,215 +3	+0.2%	+$507	0.06%	164
2024 Q4	$198K	Buy	+1,212	New	+$207K	0.1%	85

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

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

Vermillion Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 0.16% in Q2 2026, buying an estimated $392 and bringing the position to 1,228 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #157.

Vermillion Wealth Management first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. The position peaked at $243K in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Vermillion Wealth Management held 1,228 shares of Vanguard Utilities ETF worth $240K as of Q2 2026.
Vermillion Wealth Management bought 2 Vanguard Utilities ETF shares in Q2 2026, an estimated $392.
Vanguard Utilities ETF made up 0.06% of Vermillion Wealth Management's portfolio in Q2 2026, its #157 holding.
Vermillion Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's Vanguard Utilities ETF position peaked at $243K in Q1 2026.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

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