Bigelow Investment Advisors’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
Q2 | $2.16M | Sell |
11,035
-644
| -6% | -$126K | 0.78% | 32 |
|
|
2026
Q1 | $2.31M | Sell |
11,679
-1,509
| -11% | -$293K | 0.93% | 30 |
|
|
2025
Q4 | $2.44M | Buy |
13,188
+828
| +7% | +$159K | 0.95% | 29 |
|
|
2025
Q3 | $2.34M | Sell |
12,360
-403
| -3% | -$73.8K | 0.94% | 30 |
|
|
2025
Q2 | $2.25M | Buy |
12,763
+2,173
| +21% | +$375K | 0.99% | 26 |
|
|
2025
Q1 | $1.81M | Buy |
10,590
+3,663
| +53% | +$619K | 0.86% | 33 |
|
|
2024
Q4 | $1.13M | Buy |
6,927
+752
| +12% | +$129K | 0.53% | 53 |
|
|
2024
Q3 | $1.07M | Buy |
6,175
+1,519
| +33% | +$244K | 0.48% | 60 |
|
|
2024
Q2 | $689K | Buy |
4,656
+648
| +16% | +$96.6K | 0.33% | 84 |
|
|
2024
Q1 | $571K | Buy |
4,008
+2,258
| +129% | +$305K | 0.28% | 97 |
|
|
2023
Q4 | $240K | Sell |
1,750
-20
| -1% | -$2.64K | 0.13% | 138 |
|
|
2023
Q3 | $226K | Hold |
1,770
| – | – | 0.13% | 142 |
|
|
2023
Q2 | $252K | Hold |
1,770
| – | – | 0.14% | 135 |
|
|
2023
Q1 | $261K | Sell |
1,770
-280
| -14% | -$41.4K | 0.15% | 130 |
|
|
2022
Q4 | $314K | Hold |
2,050
| – | – | 0.18% | 121 |
|
|
2022
Q3 | $292K | Hold |
2,050
| – | – | 0.17% | 118 |
|
|
2022
Q2 | $312K | Hold |
2,050
| – | – | 0.17% | 121 |
|
|
2022
Q1 | $332K | Hold |
2,050
| – | – | 0.16% | 120 |
|
|
2021
Q4 | $321K | Sell |
2,050
-150
| -7% | -$22.1K | 0.15% | 119 |
|
|
2021
Q3 | $306K | Sell |
2,200
-100
| -4% | -$14.6K | 0.15% | 116 |
|
|
2021
Q2 | $319K | Hold |
2,300
| – | – | 0.15% | 116 |
|
|
2021
Q1 | $323K | Sell |
2,300
-525
| -19% | -$71.5K | 0.16% | 118 |
|
|
2020
Q4 | $388K | Sell |
2,825
-1,555
| -36% | -$214K | 0.21% | 103 |
|
|
2020
Q3 | $565K | Sell |
4,380
-70
| -2% | -$9.06K | 0.33% | 76 |
|
|
2020
Q2 | $550K | Buy |
4,450
+310
| +7% | +$39.2K | 0.36% | 75 |
|
|
2020
Q1 | $505K | Sell |
4,140
-145
| -3% | -$20.4K | 0.38% | 70 |
|
|
2019
Q4 | $612K | Sell |
4,285
-330
| -7% | -$46.4K | 0.36% | 78 |
|
|
2019
Q3 | $663K | Buy |
4,615
+1,640
| +55% | +$225K | 0.42% | 68 |
|
|
2019
Q2 | $395K | Hold |
2,975
| – | – | 0.26% | 103 |
|
|
2019
Q1 | $386K | Hold |
2,975
| – | – | 0.27% | 106 |
|
|
2018
Q4 | $351K | Buy |
2,975
+30
| +1% | +$3.63K | 0.26% | 113 |
|
|
2018
Q3 | $347K | Sell |
2,945
-590
| -17% | -$70K | 0.23% | 120 |
|
|
2018
Q2 | $410K | Sell |
3,535
-105
| -3% | -$11.8K | 0.28% | 101 |
|
|
2018
Q1 | $407K | Hold |
3,640
| – | – | 0.28% | 102 |
|
|
2017
Q4 | $424K | Buy |
+3,640
| New | +$440K | 0.42% | 64 |
|
Other funds holding VPU
BCMIO
Bigelow Investment Advisors's VPU Position: Q2 2026 in Review
Bigelow Investment Advisors reduced its Vanguard Utilities ETF (VPU) stake by 5.5% in Q2 2026, selling an estimated $126K and leaving 11,035 shares worth $2.16M. The position accounts for 0.78% of the portfolio, ranked #32.
Bigelow Investment Advisors first reported a position in VPU in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.44M in Q4 2025. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.
- Bigelow Investment Advisors held 11,035 shares of Vanguard Utilities ETF worth $2.16M as of Q2 2026.
- Bigelow Investment Advisors sold 644 Vanguard Utilities ETF shares in Q2 2026, an estimated $126K.
- Vanguard Utilities ETF made up 0.78% of Bigelow Investment Advisors's portfolio in Q2 2026, its #32 holding.
- Bigelow Investment Advisors first reported a position in Vanguard Utilities ETF in Q4 2017 and has held it in 35 quarters since.
- Bigelow Investment Advisors's Vanguard Utilities ETF position peaked at $2.44M in Q4 2025.
- 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.
Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.