Hazlett, Burt & Watson’s Vanguard Utilities ETF VPU Stock Holding History

Hazlett, Burt & Watson’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 Q3	$4K	Hold	24	–	–	﹤0.01%	809
2026 Q2	$5K	Sell	24 -23	-49%	-$4.51K	﹤0.01%	785
2026 Q1	$9K	Hold	47	–	–	﹤0.01%	716
2025 Q4	$9K	Buy	+47	New	+$9.02K	﹤0.01%	726
2024 Q3	–	Sell	-50	Closed	-$7K	–	751
2024 Q2	$7K	Hold	50	–	–	﹤0.01%	558
2024 Q1	$7K	Hold	50	–	–	﹤0.01%	550
2023 Q4	$7K	Hold	50	–	–	﹤0.01%	531
2023 Q3	$6K	Hold	50	–	–	﹤0.01%	555
2023 Q2	$7K	Buy	+50	New	+$7.32K	0.01%	523

Other funds holding VPU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Nelson Capital Management Menlo Park, California $974M AUM 19.95% 1-Year Est. Return

Hazlett, Burt & Watson's VPU Position: Q3 2026 in Review

Hazlett, Burt & Watson held its Vanguard Utilities ETF (VPU) position steady in Q3 2026 at 24 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Hazlett, Burt & Watson first reported a position in VPU in Q2 2023 and has held it in 9 quarters since. The position peaked at $9K in Q1 2026. 457 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

Hazlett, Burt & Watson held 24 shares of Vanguard Utilities ETF worth $4K as of Q3 2026.
Hazlett, Burt & Watson left its Vanguard Utilities ETF share count unchanged in Q3 2026.
Vanguard Utilities ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #809 holding.
Hazlett, Burt & Watson first reported a position in Vanguard Utilities ETF in Q2 2023 and has held it in 9 quarters since.
Hazlett, Burt & Watson's Vanguard Utilities ETF position peaked at $9K in Q1 2026.
457 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.