GIM
VPU

Goelzer Investment Management’s Vanguard Utilities ETF VPU Stock Holding History

Goelzer Investment 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 		$207K Hold
1,057
– – 0.01% 308
2026
Q1 		$209K Buy
+1,057
New +$205K 0.01% 292
2025
Q4 		– Sell
-1,057
Closed -$200K – 277
2025
Q3 		$200K Buy
+1,057
New +$194K 0.01% 246

Other funds holding VPU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Goelzer Investment Management's VPU Position: Q2 2026 in Review

Goelzer Investment Management held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,057 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #308.

Goelzer Investment Management first reported a position in VPU in Q3 2025 and has held it in 3 quarters since. The position peaked at $209K in Q1 2026. 510 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Goelzer Investment Management held 1,057 shares of Vanguard Utilities ETF worth $207K as of Q2 2026.
  • Goelzer Investment Management left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up 0.01% of Goelzer Investment Management's portfolio in Q2 2026, its #308 holding.
  • Goelzer Investment Management first reported a position in Vanguard Utilities ETF in Q3 2025 and has held it in 3 quarters since.
  • Goelzer Investment Management's Vanguard Utilities ETF position peaked at $209K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.