Wedmont Private Capital’s Vanguard Utilities ETF VPU Stock Holding History

Wedmont Private Capital’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	$315K	Hold	1,604	–	–	0.01%	724
2026 Q1	$324K	Buy	1,604 +405	+34%	+$78.7K	0.01%	641
2025 Q4	$218K	Hold	1,199	–	–	0.01%	760
2025 Q3	$234K	Hold	1,199	–	–	0.01%	696
2025 Q2	$212K	Buy	+1,199	New	+$207K	0.01%	705
2024 Q4	–	Sell	-2,498	Closed	-$427K	–	734
2024 Q3	$427K	Buy	+2,498	New	+$402K	0.02%	408
2024 Q1	–	Sell	-6,825	Closed	-$958K	–	627
2023 Q4	$958K	Hold	6,825	–	–	0.08%	173
2023 Q3	$854K	Sell	6,825 -932	-12%	-$130K	0.09%	154
2023 Q2	$1.13M	Buy	7,757 +787	+11%	+$115K	0.12%	111
2023 Q1	$1.06M	Sell	6,970 -2	-0%	-$296	0.14%	103
2022 Q4	$1.08M	Sell	6,972 -86	-1%	-$12.7K	0.16%	91
2022 Q3	$1M	Hold	7,058	–	–	0.2%	80
2022 Q2	$1.07M	Sell	7,058 -395	-5%	-$62.2K	0.23%	71
2022 Q1	$1.21M	Buy	7,453 +2,085	+39%	+$315K	0.27%	61
2021 Q4	$819K	Buy	+5,368	New	+$792K	0.25%	69

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

Wedmont Private Capital's VPU Position: Q2 2026 in Review

Wedmont Private Capital held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,604 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #724.

Wedmont Private Capital first reported a position in VPU in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.21M in Q1 2022. 696 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Wedmont Private Capital held 1,604 shares of Vanguard Utilities ETF worth $315K as of Q2 2026.
Wedmont Private Capital left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #724 holding.
Wedmont Private Capital first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 15 quarters since.
Wedmont Private Capital's Vanguard Utilities ETF position peaked at $1.21M in Q1 2022.
696 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.