WWA
VPU

Wingate Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Wingate Wealth Advisors’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 		$413K Buy
2,112
+10
+0.5% +$1.96K 0.18% 85
2026
Q1 		$417K Buy
2,102
+457
+28% +$88.8K 0.22% 77
2025
Q4 		$304K Buy
+1,645
New +$316K 0.17% 96
2025
Q1 		– Sell
-447
Closed -$73.1K – 441
2024
Q4 		$73.1K Buy
+447
New +$76.5K 0.07% 171

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

Wingate Wealth Advisors's VPU Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Vanguard Utilities ETF (VPU) stake by 0.48% in Q2 2026, buying an estimated $1.96K and bringing the position to 2,112 shares worth $413K. The position accounts for 0.18% of the portfolio, ranked #85.

Wingate Wealth Advisors first reported a position in VPU in Q4 2024 and has held it in 4 quarters since. The position peaked at $417K in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Wingate Wealth Advisors held 2,112 shares of Vanguard Utilities ETF worth $413K as of Q2 2026.
  • Wingate Wealth Advisors bought 10 Vanguard Utilities ETF shares in Q2 2026, an estimated $1.96K.
  • Vanguard Utilities ETF made up 0.18% of Wingate Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Wingate Wealth Advisors first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 4 quarters since.
  • Wingate Wealth Advisors's Vanguard Utilities ETF position peaked at $417K in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.