Cardiff Park Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Cardiff Park 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 Q1	$90.5K	Sell	457 -1,110	-71%	-$216K	0.01%	319
2025 Q4	$290K	Hold	1,567	–	–	0.02%	223
2025 Q3	$297K	Sell	1,567 -455	-23%	-$83.3K	0.02%	236
2025 Q2	$357K	Hold	2,022	–	–	0.03%	204
2025 Q1	$345K	Hold	2,022	–	–	0.03%	198
2024 Q4	$330K	Hold	2,022	–	–	0.03%	201
2024 Q3	$352K	Hold	2,022	–	–	0.03%	188
2024 Q2	$299K	Hold	2,022	–	–	0.03%	196
2024 Q1	$288K	Hold	2,022	–	–	0.03%	207
2023 Q4	$277K	Hold	2,022	–	–	0.03%	192
2023 Q3	$258K	Hold	2,022	–	–	0.03%	187
2023 Q2	$287K	Hold	2,022	–	–	0.04%	190
2023 Q1	$298K	Hold	2,022	–	–	0.04%	185
2022 Q4	$310K	Buy	2,022 +1,110	+122%	+$164K	0.04%	191
2022 Q3	$130K	Hold	912	–	–	0.02%	248
2022 Q2	$139K	Hold	912	–	–	0.02%	250
2022 Q1	$148K	Hold	912	–	–	0.02%	247
2021 Q4	$143K	Buy	+912	New	+$135K	0.02%	250

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cardiff Park Advisors's VPU Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Vanguard Utilities ETF (VPU) stake by 71% in Q1 2026, selling an estimated $216K and leaving 457 shares worth $90.5K. The position accounts for 0.01% of the portfolio, ranked #319.

Cardiff Park Advisors first reported a position in VPU in Q4 2021 and has held it in 18 quarters since. The position peaked at $357K in Q2 2025. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Cardiff Park Advisors held 457 shares of Vanguard Utilities ETF worth $90.5K as of Q1 2026.
Cardiff Park Advisors sold 1,110 Vanguard Utilities ETF shares in Q1 2026, an estimated $216K.
Vanguard Utilities ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q1 2026, its #319 holding.
Cardiff Park Advisors first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's Vanguard Utilities ETF position peaked at $357K in Q2 2025.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.