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

Gibraltar 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	$940K	Sell	4,805 -300	-6%	-$58.8K	0.14%	87
2026 Q1	$1.01M	Hold	5,105	–	–	0.17%	84
2025 Q4	$945K	Hold	5,105	–	–	0.16%	81
2025 Q3	$967K	Hold	5,105	–	–	0.17%	80
2025 Q2	$901K	Buy	5,105 +100	+2%	+$17.3K	0.18%	77
2025 Q1	$855K	Buy	+5,005	New	+$845K	0.18%	69

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 22.9% 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

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

Gibraltar Capital Management reduced its Vanguard Utilities ETF (VPU) stake by 5.9% in Q2 2026, selling an estimated $58.8K and leaving 4,805 shares worth $940K. The position accounts for 0.14% of the portfolio, ranked #87.

Gibraltar Capital Management first reported a position in VPU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.01M in Q1 2026. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Gibraltar Capital Management held 4,805 shares of Vanguard Utilities ETF worth $940K as of Q2 2026.
Gibraltar Capital Management sold 300 Vanguard Utilities ETF shares in Q2 2026, an estimated $58.8K.
Vanguard Utilities ETF made up 0.14% of Gibraltar Capital Management's portfolio in Q2 2026, its #87 holding.
Gibraltar Capital Management first reported a position in Vanguard Utilities ETF in Q1 2025 and has held it in 6 quarters since.
Gibraltar Capital Management's Vanguard Utilities ETF position peaked at $1.01M in Q1 2026.
697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Gibraltar Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.