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 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

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

Hazlett, Burt & Watson's VPU Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its Vanguard Utilities ETF (VPU) stake by 49% in Q2 2026, selling an estimated $4.51K and leaving 24 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Hazlett, Burt & Watson first reported a position in VPU in Q2 2023 and has held it in 8 quarters since. The position peaked at $9K in Q1 2026. 694 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Hazlett, Burt & Watson held 24 shares of Vanguard Utilities ETF worth $5K as of Q2 2026.
Hazlett, Burt & Watson sold 23 Vanguard Utilities ETF shares in Q2 2026, an estimated $4.51K.
Vanguard Utilities ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #785 holding.
Hazlett, Burt & Watson first reported a position in Vanguard Utilities ETF in Q2 2023 and has held it in 8 quarters since.
Hazlett, Burt & Watson's Vanguard Utilities ETF position peaked at $9K in Q1 2026.
694 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.