CFD
VPU

Creative Financial Designs’s Vanguard Utilities ETF VPU Stock Holding History

Creative Financial Designs’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 		$21.5M Buy
109,863
+3,118
+3% +$612K 1.02% 23
2026
Q1 		$21.2M Buy
106,745
+3,073
+3% +$597K 1.29% 18
2025
Q4 		$19.2M Buy
103,672
+4,047
+4% +$777K 1.21% 19
2025
Q3 		$18.9M Buy
99,625
+5,185
+5% +$950K 1.27% 18
2025
Q2 		$16.7M Buy
94,440
+5,595
+6% +$965K 1.2% 19
2025
Q1 		$15.2M Buy
88,845
+7,020
+9% +$1.19M 1.21% 20
2024
Q4 		$13.4M Buy
81,825
+71,791
+715% +$12.3M 1.09% 19
2024
Q3 		$1.75M Buy
10,034
+91
+0.9% +$14.6K 0.15% 128
2024
Q2 		$1.47M Sell
9,943
-554
-5% -$82.6K 0.13% 140
2024
Q1 		$1.5M Buy
10,497
+400
+4% +$54.1K 0.14% 128
2023
Q4 		$1.38M Buy
10,097
+994
+11% +$131K 0.14% 131
2023
Q3 		$1.16M Buy
9,103
+1,470
+19% +$206K 0.14% 132
2023
Q2 		$1.09M Buy
7,633
+313
+4% +$45.8K 0.13% 144
2023
Q1 		$1.08M Sell
7,320
-527
-7% -$78K 0.14% 138
2022
Q4 		$1.2M Buy
7,847
+543
+7% +$80.5K 0.18% 110
2022
Q3 		$1.04M Sell
7,304
-2,486
-25% -$396K 0.17% 116
2022
Q2 		$1.49M Buy
9,790
+361
+4% +$56.8K 0.24% 87
2022
Q1 		$1.53M Buy
9,429
+63
+0.7% +$9.53K 0.23% 95
2021
Q4 		$1.47M Sell
9,366
-121
-1% -$17.8K 0.22% 95
2021
Q3 		$1.32M Buy
9,487
+1,023
+12% +$149K 0.22% 96
2021
Q2 		$1.17M Buy
8,464
+8
+0.1% +$1.15K 0.2% 100
2021
Q1 		$1.19M Buy
8,456
+621
+8% +$84.6K 0.23% 85
2020
Q4 		$1.07M Buy
7,835
+665
+9% +$91.7K 0.23% 85
2020
Q3 		$926K Buy
7,170
+6,631
+1,230% +$858K 0.23% 86
2020
Q2 		$67K Buy
+539
New +$68.2K 0.02% 368

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Financial Designs's VPU Position: Q2 2026 in Review

Creative Financial Designs increased its Vanguard Utilities ETF (VPU) stake by 2.9% in Q2 2026, buying an estimated $612K and bringing the position to 109,863 shares worth $21.5M. The position accounts for 1.02% of the portfolio, ranked #23.

Creative Financial Designs first reported a position in VPU in Q2 2020 and has held it in 25 quarters since. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Creative Financial Designs held 109,863 shares of Vanguard Utilities ETF worth $21.5M as of Q2 2026.
  • Creative Financial Designs bought 3,118 Vanguard Utilities ETF shares in Q2 2026, an estimated $612K.
  • Vanguard Utilities ETF made up 1.02% of Creative Financial Designs's portfolio in Q2 2026, its #23 holding.
  • Creative Financial Designs first reported a position in Vanguard Utilities ETF in Q2 2020 and has held it in 25 quarters since.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.