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 Q3	$647K	Buy	3,784 +3	+0.1%	+$564	0.24%	86
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

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Creekside Partners's VPU Position: Q3 2026 in Review

Creekside Partners increased its Vanguard Utilities ETF (VPU) stake by 0.08% in Q3 2026, buying an estimated $564 and bringing the position to 3,784 shares worth $647K. The position accounts for 0.24% of the portfolio, ranked #86.

Creekside Partners first reported a position in VPU in Q2 2024 and has held it in 10 quarters since. The position peaked at $749K in Q1 2026. 366 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

Creekside Partners held 3,784 shares of Vanguard Utilities ETF worth $647K as of Q3 2026.
Creekside Partners bought 3 Vanguard Utilities ETF shares in Q3 2026, an estimated $564.
Vanguard Utilities ETF made up 0.24% of Creekside Partners's portfolio in Q3 2026, its #86 holding.
Creekside Partners first reported a position in Vanguard Utilities ETF in Q2 2024 and has held it in 10 quarters since.
Creekside Partners's Vanguard Utilities ETF position peaked at $749K in Q1 2026.
366 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Creekside Partners's 13F filing for Q3 2026, filed 4 Nov 2026.