IHT Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $846K | Buy |
4,269
+71
| +2% | +$13.8K | 0.02% | 623 |
|
|
2025
Q4 | $777K | Sell |
4,198
-115
| -3% | -$22.1K | 0.02% | 612 |
|
|
2025
Q3 | $817K | Sell |
4,313
-258
| -6% | -$47.3K | 0.02% | 592 |
|
|
2025
Q2 | $807K | Buy |
4,571
+374
| +9% | +$64.5K | 0.02% | 558 |
|
|
2025
Q1 | $717K | Buy |
4,197
+82
| +2% | +$13.9K | 0.02% | 560 |
|
|
2024
Q4 | $672K | Sell |
4,115
-1,089
| -21% | -$186K | 0.02% | 586 |
|
|
2024
Q3 | $907K | Buy |
5,204
+657
| +14% | +$106K | 0.03% | 525 |
|
|
2024
Q2 | $674K | Sell |
4,547
-583
| -11% | -$86.9K | 0.03% | 545 |
|
|
2024
Q1 | $731K | Sell |
5,130
-42
| -0.8% | -$5.68K | 0.03% | 515 |
|
|
2023
Q4 | $709K | Buy |
5,172
+555
| +12% | +$73.3K | 0.03% | 494 |
|
|
2023
Q3 | $589K | Sell |
4,617
-478
| -9% | -$66.9K | 0.03% | 505 |
|
|
2023
Q2 | $724K | Sell |
5,095
-1,287
| -20% | -$189K | 0.04% | 427 |
|
|
2023
Q1 | $941K | Buy |
6,382
+278
| +5% | +$41.2K | 0.05% | 325 |
|
|
2022
Q4 | $936K | Sell |
6,104
-736
| -11% | -$109K | 0.06% | 313 |
|
|
2022
Q3 | $973K | Buy |
6,840
+3,493
| +104% | +$557K | 0.07% | 285 |
|
|
2022
Q2 | $510K | Buy |
3,347
+42
| +1% | +$6.61K | 0.05% | 387 |
|
|
2022
Q1 | $535K | Buy |
3,305
+21
| +0.6% | +$3.17K | 0.04% | 392 |
|
|
2021
Q4 | $514K | Sell |
3,284
-233
| -7% | -$34.4K | 0.04% | 429 |
|
|
2021
Q3 | $489K | Sell |
3,517
-15
| -0.4% | -$2.19K | 0.04% | 436 |
|
|
2021
Q2 | $490K | Buy |
3,532
+13
| +0.4% | +$1.86K | 0.03% | 537 |
|
|
2021
Q1 | $494K | Sell |
3,519
-23
| -0.6% | -$3.13K | 0.04% | 464 |
|
|
2020
Q4 | $486K | Buy |
3,542
+244
| +7% | +$33.6K | 0.04% | 420 |
|
|
2020
Q3 | $426K | Buy |
3,298
+541
| +20% | +$70K | 0.04% | 383 |
|
|
2020
Q2 | $341K | Sell |
2,757
-421
| -13% | -$53.3K | 0.05% | 372 |
|
|
2020
Q1 | $387K | Buy |
3,178
+771
| +32% | +$108K | 0.06% | 331 |
|
|
2019
Q4 | $344K | Buy |
2,407
+568
| +31% | +$79.9K | 0.04% | 411 |
|
|
2019
Q3 | $264K | Sell |
1,839
-3,464
| -65% | -$475K | 0.04% | 458 |
|
|
2019
Q2 | $705K | Buy |
+5,303
| New | +$693K | 0.1% | 227 |
|
|
2018
Q2 | – | Sell |
-117
| Closed | -$13K | – | 1348 |
|
|
2018
Q1 | $13K | Sell |
117
-27
| -19% | -$2.98K | ﹤0.01% | 1113 |
|
|
2017
Q4 | $17K | Buy |
144
+40
| +38% | +$4.83K | ﹤0.01% | 1041 |
|
|
2017
Q3 | $12K | Buy |
104
+1
| +1% | +$118 | 0.01% | 923 |
|
|
2017
Q2 | $166 | Sell |
103
-388
| -79% | -$44.7K | 0.08% | 263 |
|
|
2017
Q1 | $56K | Sell |
491
-19
| -4% | -$2.09K | 0.04% | 395 |
|
|
2016
Q4 | $54K | Buy |
+510
| New | +$53.4K | 0.04% | 382 |
|
Other funds holding VPU
BCMIO
IHT Wealth Management's VPU Position: Q1 2026 in Review
IHT Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 1.7% in Q1 2026, buying an estimated $13.8K and bringing the position to 4,269 shares worth $846K. The position accounts for 0.02% of the portfolio, ranked #623.
IHT Wealth Management first reported a position in VPU in Q4 2016 and has held it in 34 quarters since. The position peaked at $973K in Q3 2022. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.
- IHT Wealth Management held 4,269 shares of Vanguard Utilities ETF worth $846K as of Q1 2026.
- IHT Wealth Management bought 71 Vanguard Utilities ETF shares in Q1 2026, an estimated $13.8K.
- Vanguard Utilities ETF made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #623 holding.
- IHT Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2016 and has held it in 34 quarters since.
- IHT Wealth Management's Vanguard Utilities ETF position peaked at $973K in Q3 2022.
- 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.