VWWMG
UTES icon

Vermillion & White Wealth Management Group’s Virtus Reaves Utilities ETF UTES Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio UTES Stock Details UTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58M Buy
19,242
+988
+5% +$80.2K 0.8% 18
2026
Q1 		$1.46M Buy
+18,254
New +$1.47M 0.84% 18

Other funds holding UTES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Vermillion & White Wealth Management Group's UTES Position: Q2 2026 in Review

Vermillion & White Wealth Management Group increased its Virtus Reaves Utilities ETF (UTES) stake by 5.4% in Q2 2026, buying an estimated $80.2K and bringing the position to 19,242 shares worth $1.58M. The position accounts for 0.8% of the portfolio, ranked #18.

Vermillion & White Wealth Management Group first reported a position in UTES in Q1 2026 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • Vermillion & White Wealth Management Group held 19,242 shares of Virtus Reaves Utilities ETF worth $1.58M as of Q2 2026.
  • Vermillion & White Wealth Management Group bought 988 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $80.2K.
  • Virtus Reaves Utilities ETF made up 0.8% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #18 holding.
  • Vermillion & White Wealth Management Group first reported a position in Virtus Reaves Utilities ETF in Q1 2026 and has held it in 2 quarters since.
  • 179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.