HW
VPU

Hamilton Wealth’s Vanguard Utilities ETF VPU Stock Holding History

Hamilton Wealth’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
Q1 		$6.3M Buy
31,787
+3,206
+11% +$623K 1.23% 22
2025
Q4 		$5.29M Buy
28,581
+1,363
+5% +$262K 1.01% 24
2025
Q3 		$5.16M Buy
27,218
+506
+2% +$92.7K 1.08% 25
2025
Q2 		$4.71M Sell
26,712
-22,571
-46% -$3.89M 1.05% 26
2025
Q1 		$8.42M Buy
49,283
+751
+2% +$127K 2.03% 16
2024
Q4 		$7.93M Sell
48,532
-3,249
-6% -$556K 1.92% 15
2024
Q3 		$9.01M Buy
51,781
+4,686
+10% +$753K 2.2% 16
2024
Q2 		$6.97M Buy
47,095
+1,009
+2% +$150K 1.87% 19
2024
Q1 		$6.57M Buy
46,086
+12,090
+36% +$1.63M 2.05% 16
2023
Q4 		$4.66M Buy
+33,996
New +$4.49M 1.47% 22
2022
Q4 		– Sell
-11,300
Closed -$1.61M – 110
2022
Q3 		$1.61M Sell
11,300
-108
-0.9% -$17.2K 0.68% 32
2022
Q2 		$1.74M Sell
11,408
-323
-3% -$50.8K 0.68% 31
2022
Q1 		$1.9M Sell
11,731
-13
-0.1% -$1.97K 0.82% 24
2021
Q4 		$1.84M Sell
11,744
-23,015
-66% -$3.39M 0.82% 25
2021
Q3 		$4.84M Buy
+34,759
New +$5.07M 2.22% 17
2021
Q1 		– Sell
-19,733
Closed -$2.71M – 66
2020
Q4 		$2.71M Sell
19,733
-28,810
-59% -$3.97M 1.39% 28
2020
Q3 		$6.27M Buy
48,543
+16,764
+53% +$2.17M 3.51% 9
2020
Q2 		$3.93M Buy
31,779
+4,310
+16% +$546K 2.34% 19
2020
Q1 		$3.35M Buy
27,469
+13,528
+97% +$1.9M 2.5% 21
2019
Q4 		$1.99M Sell
13,941
-7,480
-35% -$1.05M 1.35% 23
2019
Q3 		$3.08M Sell
21,421
-645
-3% -$88.5K 2.19% 20
2019
Q2 		$2.93M Sell
22,066
-12
-0.1% -$1.57K 2.14% 18
2019
Q1 		$2.86M Sell
22,078
-1,739
-7% -$216K 2.27% 16
2018
Q4 		$2.81M Buy
+23,817
New +$2.88M 2.75% 12

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hamilton Wealth's VPU Position: Q1 2026 in Review

Hamilton Wealth increased its Vanguard Utilities ETF (VPU) stake by 11% in Q1 2026, buying an estimated $623K and bringing the position to 31,787 shares worth $6.3M. The position accounts for 1.23% of the portfolio, ranked #22.

Hamilton Wealth first reported a position in VPU in Q4 2018 and has held it in 24 quarters since. The position peaked at $9.01M in Q3 2024. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Hamilton Wealth held 31,787 shares of Vanguard Utilities ETF worth $6.3M as of Q1 2026.
  • Hamilton Wealth bought 3,206 Vanguard Utilities ETF shares in Q1 2026, an estimated $623K.
  • Vanguard Utilities ETF made up 1.23% of Hamilton Wealth's portfolio in Q1 2026, its #22 holding.
  • Hamilton Wealth first reported a position in Vanguard Utilities ETF in Q4 2018 and has held it in 24 quarters since.
  • Hamilton Wealth's Vanguard Utilities ETF position peaked at $9.01M in Q3 2024.
  • 672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.