VCM
VPU

Vivaldi Capital Management’s Vanguard Utilities ETF VPU Stock Holding History

Vivaldi Capital 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 		– Sell
-1,530
Closed -$303K – 257
2026
Q1 		$303K Buy
1,530
+178
+13% +$34.6K 0.04% 220
2025
Q4 		$250K Hold
1,352
– – 0.03% 241
2025
Q3 		$256K Buy
1,352
+53
+4% +$9.71K 0.04% 241
2025
Q2 		$229K Buy
+1,299
New +$224K 0.03% 263

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
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
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vivaldi Capital Management's VPU Position: Q2 2026 in Review

Vivaldi Capital Management sold out of Vanguard Utilities ETF (VPU) in Q2 2026, closing a stake of 1,530 shares — an estimated $303K sold.

Vivaldi Capital Management first reported a position in VPU in Q2 2025 and held it in 4 quarters. The position peaked at $303K in Q1 2026. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Vivaldi Capital Management reported no remaining Vanguard Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Vivaldi Capital Management sold 1,530 Vanguard Utilities ETF shares in Q2 2026, an estimated $303K.
  • Vivaldi Capital Management first reported a position in Vanguard Utilities ETF in Q2 2025 and held it in 4 quarters.
  • Vivaldi Capital Management's Vanguard Utilities ETF position peaked at $303K in Q1 2026.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Vivaldi Capital Management's 13F filing for Q2 2026.