Investment House LLC’s Vanguard Utilities ETF VPU Stock Holding History

Investment House LLC’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	$333K	Hold	1,700	–	–	0.02%	195
2026 Q1	$337K	Sell	1,700 -1,000	-37%	-$194K	0.02%	185
2025 Q4	$500K	Hold	2,700	–	–	0.02%	170
2025 Q3	$511K	Hold	2,700	–	–	0.02%	182
2025 Q2	$477K	Hold	2,700	–	–	0.02%	181
2025 Q1	$461K	Sell	2,700 -300	-10%	-$50.7K	0.03%	180
2024 Q4	$490K	Hold	3,000	–	–	0.03%	165
2024 Q3	$522K	Hold	3,000	–	–	0.03%	170
2024 Q2	$444K	Hold	3,000	–	–	0.03%	165
2024 Q1	$428K	Buy	+3,000	New	+$405K	0.03%	171
2023 Q4	–	Sell	-2,400	Closed	-$306K	–	201
2023 Q3	$306K	Buy	2,400 +700	+41%	+$97.9K	0.02%	161
2023 Q2	$242K	Buy	+1,700	New	+$249K	0.02%	175

Other funds holding VPU

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Investment House LLC's VPU Position: Q2 2026 in Review

Investment House LLC held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,700 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #195.

Investment House LLC first reported a position in VPU in Q2 2023 and has held it in 12 quarters since. The position peaked at $522K in Q3 2024. 323 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Investment House LLC held 1,700 shares of Vanguard Utilities ETF worth $333K as of Q2 2026.
Investment House LLC left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.02% of Investment House LLC's portfolio in Q2 2026, its #195 holding.
Investment House LLC first reported a position in Vanguard Utilities ETF in Q2 2023 and has held it in 12 quarters since.
Investment House LLC's Vanguard Utilities ETF position peaked at $522K in Q3 2024.
323 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.