Anchor Investment Management’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.35M | Buy |
6,812
+820
| +14% | +$159K | 0.11% | 167 |
|
|
2025
Q4 | $1.11M | Sell |
5,992
-69
| -1% | -$13.2K | 0.09% | 185 |
|
|
2025
Q3 | $1.15M | Buy |
6,061
+130
| +2% | +$23.8K | 0.1% | 182 |
|
|
2025
Q2 | $1.05M | Buy |
5,931
+135
| +2% | +$23.3K | 0.09% | 189 |
|
|
2025
Q1 | $990K | Buy |
5,796
+134
| +2% | +$22.6K | 0.09% | 186 |
|
|
2024
Q4 | $925K | Buy |
5,662
+140
| +3% | +$24K | 0.09% | 193 |
|
|
2024
Q3 | $961K | Buy |
5,522
+373
| +7% | +$60K | 0.09% | 189 |
|
|
2024
Q2 | $762K | Buy |
5,149
+1,223
| +31% | +$182K | 0.08% | 198 |
|
|
2024
Q1 | $560K | Buy |
3,926
+651
| +20% | +$88K | 0.06% | 230 |
|
|
2023
Q4 | $449K | Buy |
3,275
+254
| +8% | +$33.5K | 0.05% | 254 |
|
|
2023
Q3 | $385K | Buy |
3,021
+248
| +9% | +$34.7K | 0.05% | 261 |
|
|
2023
Q2 | $394K | Buy |
2,773
+123
| +5% | +$18K | 0.05% | 262 |
|
|
2023
Q1 | $391K | Buy |
2,650
+124
| +5% | +$18.4K | 0.05% | 258 |
|
|
2022
Q4 | $387K | Buy |
2,526
+202
| +9% | +$29.9K | 0.06% | 253 |
|
|
2022
Q3 | $331K | Sell |
2,324
-79
| -3% | -$12.6K | 0.05% | 261 |
|
|
2022
Q2 | $366K | Sell |
2,403
-43,138
| -95% | -$6.79M | 0.05% | 257 |
|
|
2022
Q1 | $7.37M | Buy |
45,541
+1,600
| +4% | +$242K | 0.93% | 23 |
|
|
2021
Q4 | $6.87M | Buy |
43,941
+4,293
| +11% | +$633K | 0.85% | 26 |
|
|
2021
Q3 | $5.52M | Buy |
39,648
+1,394
| +4% | +$204K | 0.77% | 30 |
|
|
2021
Q2 | $5.31M | Buy |
38,254
+4,272
| +13% | +$612K | 0.73% | 32 |
|
|
2021
Q1 | $4.77M | Buy |
33,982
+31,522
| +1,281% | +$4.29M | 0.73% | 33 |
|
|
2020
Q4 | $338K | Sell |
2,460
-5
| -0.2% | -$689 | 0.06% | 222 |
|
|
2020
Q3 | $318K | Buy |
2,465
+744
| +43% | +$96.2K | 0.06% | 213 |
|
|
2020
Q2 | $213K | Hold |
1,721
| – | – | 0.05% | 251 |
|
|
2020
Q1 | $210K | Sell |
1,721
-156
| -8% | -$21.9K | 0.05% | 232 |
|
|
2019
Q4 | $268K | Sell |
1,877
-59
| -3% | -$8.3K | 0.06% | 243 |
|
|
2019
Q3 | $278K | Sell |
1,936
-32
| -2% | -$4.39K | 0.06% | 236 |
|
|
2019
Q2 | $262K | Hold |
1,968
| – | – | 0.06% | 249 |
|
|
2019
Q1 | $255K | Sell |
1,968
-1,107
| -36% | -$137K | 0.06% | 243 |
|
|
2018
Q4 | $362K | Hold |
3,075
| – | – | 0.1% | 194 |
|
|
2018
Q3 | $362K | Sell |
3,075
-250
| -8% | -$29.7K | 0.08% | 219 |
|
|
2018
Q2 | $386K | Hold |
3,325
| – | – | 0.1% | 212 |
|
|
2018
Q1 | $372K | Sell |
3,325
-236
| -7% | -$26.1K | 0.1% | 215 |
|
|
2017
Q4 | $415K | Sell |
3,561
-12
| -0.3% | -$1.45K | 0.11% | 195 |
|
|
2017
Q3 | $417K | Buy |
+3,573
| New | +$422K | 0.12% | 177 |
|
Other funds holding VPU
BCMIO
Anchor Investment Management's VPU Position: Q1 2026 in Review
Anchor Investment Management increased its Vanguard Utilities ETF (VPU) stake by 14% in Q1 2026, buying an estimated $159K and bringing the position to 6,812 shares worth $1.35M. The position accounts for 0.11% of the portfolio, ranked #167.
Anchor Investment Management first reported a position in VPU in Q3 2017 and has held it in 35 quarters since. The position peaked at $7.37M in Q1 2022. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.
- Anchor Investment Management held 6,812 shares of Vanguard Utilities ETF worth $1.35M as of Q1 2026.
- Anchor Investment Management bought 820 Vanguard Utilities ETF shares in Q1 2026, an estimated $159K.
- Vanguard Utilities ETF made up 0.11% of Anchor Investment Management's portfolio in Q1 2026, its #167 holding.
- Anchor Investment Management first reported a position in Vanguard Utilities ETF in Q3 2017 and has held it in 35 quarters since.
- Anchor Investment Management's Vanguard Utilities ETF position peaked at $7.37M in Q1 2022.
- 672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.
Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.