WPC
VPU

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

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DA
Dougherty & Associates Spring Hill, Florida $125M AUM

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. 96 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.
  • 96 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.