Hegarty Advisors
VPU icon

Hegarty Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Hegarty Advisors’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 		$540K Buy
3,160
+992
+46% +$186K 0.33% 45
2026
Q2 		$424K Buy
2,168
+228
+12% +$44.7K 0.29% 48
2026
Q1 		$384K Sell
1,940
-172
-8% -$33.4K 0.3% 47
2025
Q4 		$390K Buy
+2,112
New +$405K 0.34% 39

Other funds holding VPU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Allied Investment Advisors
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
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Nelson Capital Management
Nelson Capital Management Menlo Park, California $974M AUM 19.95% 1-Year Est. Return

Hegarty Advisors's VPU Position: Q3 2026 in Review

Hegarty Advisors increased its Vanguard Utilities ETF (VPU) stake by 46% in Q3 2026, buying an estimated $186K and bringing the position to 3,160 shares worth $540K. The position accounts for 0.33% of the portfolio, ranked #45.

Hegarty Advisors first reported a position in VPU in Q4 2025 and has held it in 4 quarters since. 457 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • Hegarty Advisors held 3,160 shares of Vanguard Utilities ETF worth $540K as of Q3 2026.
  • Hegarty Advisors bought 992 Vanguard Utilities ETF shares in Q3 2026, an estimated $186K.
  • Vanguard Utilities ETF made up 0.33% of Hegarty Advisors's portfolio in Q3 2026, its #45 holding.
  • Hegarty Advisors first reported a position in Vanguard Utilities ETF in Q4 2025 and has held it in 4 quarters since.
  • 457 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.