Creekside Partners’s Vanguard Utilities ETF VPU Stock Holding History

Creekside Partners’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	$740K	Buy	3,781 +2	+0.1%	+$392	0.27%	78
2026 Q1	$749K	Buy	3,779 +2	+0.1%	+$389	0.31%	70
2025 Q4	$699K	Buy	3,777 +3	+0.1%	+$576	0.3%	75
2025 Q3	$715K	Buy	3,774 +2	+0.1%	+$366	0.31%	71
2025 Q2	$666K	Buy	3,772 +3	+0.1%	+$517	0.32%	72
2025 Q1	$644K	Buy	3,769 +2	+0.1%	+$338	0.34%	71
2024 Q4	$616K	Buy	3,767 +6	+0.2%	+$1.03K	0.32%	76
2024 Q3	$655K	Buy	3,761 +2	+0.1%	+$321	0.34%	71
2024 Q2	$556K	Buy	+3,759	New	+$560K	0.31%	77

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creekside Partners's VPU Position: Q2 2026 in Review

Creekside Partners increased its Vanguard Utilities ETF (VPU) stake by 0.05% in Q2 2026, buying an estimated $392 and bringing the position to 3,781 shares worth $740K. The position accounts for 0.27% of the portfolio, ranked #78.

Creekside Partners first reported a position in VPU in Q2 2024 and has held it in 9 quarters since. The position peaked at $749K in Q1 2026. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Creekside Partners held 3,781 shares of Vanguard Utilities ETF worth $740K as of Q2 2026.
Creekside Partners bought 2 Vanguard Utilities ETF shares in Q2 2026, an estimated $392.
Vanguard Utilities ETF made up 0.27% of Creekside Partners's portfolio in Q2 2026, its #78 holding.
Creekside Partners first reported a position in Vanguard Utilities ETF in Q2 2024 and has held it in 9 quarters since.
Creekside Partners's Vanguard Utilities ETF position peaked at $749K in Q1 2026.
693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.