DCM
VPU

Dorato Capital Management’s Vanguard Utilities ETF VPU Stock Holding History

Dorato Capital 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
2026
Q2 		$313K Hold
1,595
– – 0.21% 88
2026
Q1 		$322K Hold
1,595
– – 0.24% 86
2025
Q4 		$299K Buy
+1,595
New +$306K 0.22% 90

Other funds holding VPU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
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
HighTower Advisors
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Dorato Capital Management's VPU Position: Q2 2026 in Review

Dorato Capital Management held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,595 shares worth $313K. The position accounts for 0.21% of the portfolio, ranked #88.

Dorato Capital Management first reported a position in VPU in Q4 2025 and has held it in 3 quarters since. The position peaked at $322K in Q1 2026. 424 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Dorato Capital Management held 1,595 shares of Vanguard Utilities ETF worth $313K as of Q2 2026.
  • Dorato Capital Management left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up 0.21% of Dorato Capital Management's portfolio in Q2 2026, its #88 holding.
  • Dorato Capital Management first reported a position in Vanguard Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Vanguard Utilities ETF position peaked at $322K in Q1 2026.
  • 424 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.