CCFM
VPU

Clear Creek Financial Management’s Vanguard Utilities ETF VPU Stock Holding History

Clear Creek Financial Management’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
2025
Q4 		– Sell
-1,681
Closed -$318K – 617
2025
Q3 		$318K Sell
1,681
-62
-4% -$11.4K 0.03% 472
2025
Q2 		$308K Buy
+1,743
New +$301K 0.03% 438
2024
Q4 		– Sell
-4,992
Closed -$869K – 514
2024
Q3 		$869K Sell
4,992
-487
-9% -$78.3K 0.1% 190
2024
Q2 		$810K Buy
5,479
+576
+12% +$85.8K 0.1% 186
2024
Q1 		$699K Buy
4,903
+16
+0.3% +$2.16K 0.09% 195
2023
Q4 		$670K Buy
4,887
+21
+0.4% +$2.77K 0.11% 163
2023
Q3 		$621K Sell
4,866
-60
-1% -$8.39K 0.11% 147
2023
Q2 		$700K Sell
4,926
-101
-2% -$14.8K 0.12% 140
2023
Q1 		$742K Sell
5,027
-237
-5% -$35.1K 0.14% 123
2022
Q4 		$807K Sell
5,264
-16
-0.3% -$2.37K 0.18% 111
2022
Q3 		$751K Sell
5,280
-128
-2% -$20.4K 0.17% 107
2022
Q2 		$824K Sell
5,408
-170
-3% -$26.8K 0.17% 108
2022
Q1 		$903K Sell
5,578
-430
-7% -$65K 0.14% 128
2021
Q4 		$940K Buy
6,008
+664
+12% +$97.9K 0.14% 128
2021
Q3 		$744K Buy
+5,344
New +$780K 0.12% 158

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clear Creek Financial Management's VPU Position: Q4 2025 in Review

Clear Creek Financial Management sold out of Vanguard Utilities ETF (VPU) in Q4 2025, closing a stake of 1,681 shares — an estimated $318K sold.

Clear Creek Financial Management first reported a position in VPU in Q3 2021 and held it in 15 quarters. The position peaked at $940K in Q4 2021. 666 funds tracked by Wall St. Rank hold VPU as of Q4 2025.

  • Clear Creek Financial Management reported no remaining Vanguard Utilities ETF position as of Q4 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 1,681 Vanguard Utilities ETF shares in Q4 2025, an estimated $318K.
  • Clear Creek Financial Management first reported a position in Vanguard Utilities ETF in Q3 2021 and held it in 15 quarters.
  • Clear Creek Financial Management's Vanguard Utilities ETF position peaked at $940K in Q4 2021.
  • 666 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2025.

Based on Clear Creek Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.