Colonial River Investments’s Vanguard Utilities ETF VPU Stock Holding History

Colonial River Investments’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	$289K	Sell	1,477 -30	-2%	-$5.88K	0.08%	203
2026 Q1	$299K	Sell	1,507 -86	-5%	-$16.7K	0.11%	179
2025 Q4	$295K	Buy	1,593 +80	+5%	+$15.4K	0.11%	186
2025 Q3	$287K	Buy	1,513 +25	+2%	+$4.58K	0.11%	182
2025 Q2	$265K	Buy	1,488 +158	+12%	+$27.3K	0.11%	176
2025 Q1	$227K	Buy	+1,330	New	+$225K	0.13%	179
2024 Q4	–	Sell	-1,239	Closed	-$216K	–	233
2024 Q3	$216K	Buy	+1,239	New	+$199K	0.11%	200
2024 Q1	–	Sell	-1,585	Closed	-$217K	–	218
2023 Q4	$217K	Sell	1,585 -2,624	-62%	-$346K	0.13%	184
2023 Q3	$537K	Buy	4,209 +84	+2%	+$11.7K	0.35%	83
2023 Q2	$586K	Buy	4,125 +66	+2%	+$9.67K	0.39%	77
2023 Q1	$599K	Buy	+4,059	New	+$601K	0.35%	81

Other funds holding VPU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Colonial River Investments's VPU Position: Q2 2026 in Review

Colonial River Investments reduced its Vanguard Utilities ETF (VPU) stake by 2% in Q2 2026, selling an estimated $5.88K and leaving 1,477 shares worth $289K. The position accounts for 0.08% of the portfolio, ranked #203.

Colonial River Investments first reported a position in VPU in Q1 2023 and has held it in 11 quarters since. The position peaked at $599K in Q1 2023. 435 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Colonial River Investments held 1,477 shares of Vanguard Utilities ETF worth $289K as of Q2 2026.
Colonial River Investments sold 30 Vanguard Utilities ETF shares in Q2 2026, an estimated $5.88K.
Vanguard Utilities ETF made up 0.08% of Colonial River Investments's portfolio in Q2 2026, its #203 holding.
Colonial River Investments first reported a position in Vanguard Utilities ETF in Q1 2023 and has held it in 11 quarters since.
Colonial River Investments's Vanguard Utilities ETF position peaked at $599K in Q1 2023.
435 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.