Fulcrum Capital’s Vanguard Utilities ETF VPU Stock Holding History

Fulcrum Capital’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	$401K	Hold	2,050	–	–	0.08%	75
2026 Q1	$406K	Hold	2,050	–	–	0.09%	74
2025 Q4	$379K	Hold	2,050	–	–	0.08%	74
2025 Q3	$388K	Hold	2,050	–	–	0.08%	73
2025 Q2	$362K	Hold	2,050	–	–	0.08%	76
2025 Q1	$350K	Hold	2,050	–	–	0.08%	80
2024 Q4	$335K	Hold	2,050	–	–	0.07%	90
2024 Q3	$357K	Hold	2,050	–	–	0.08%	83
2024 Q2	$303K	Hold	2,050	–	–	0.07%	86
2024 Q1	$292K	Hold	2,050	–	–	0.07%	92
2023 Q4	$281K	Hold	2,050	–	–	0.07%	92
2023 Q3	$261K	Hold	2,050	–	–	0.08%	91
2023 Q2	$291K	Hold	2,050	–	–	0.08%	92
2023 Q1	$302K	Hold	2,050	–	–	0.08%	91
2022 Q4	$314K	Buy	+2,050	New	+$304K	0.09%	87

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

Fulcrum Capital's VPU Position: Q2 2026 in Review

Fulcrum Capital held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 2,050 shares worth $401K. The position accounts for 0.08% of the portfolio, ranked #75.

Fulcrum Capital first reported a position in VPU in Q4 2022 and has held it in 15 quarters since. The position peaked at $406K in Q1 2026. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Fulcrum Capital held 2,050 shares of Vanguard Utilities ETF worth $401K as of Q2 2026.
Fulcrum Capital left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.08% of Fulcrum Capital's portfolio in Q2 2026, its #75 holding.
Fulcrum Capital first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 15 quarters since.
Fulcrum Capital's Vanguard Utilities ETF position peaked at $406K in Q1 2026.
692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.