Jackson Hole Capital Partners’s Vanguard Utilities ETF VPU Stock Holding History

Jackson Hole Capital Partners’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 Q1	$67K	Hold	338	–	–	0.01%	251
2025 Q4	$62.5K	Hold	338	–	–	0.01%	248
2025 Q3	$64K	Buy	338 +250	+284%	+$45.8K	0.01%	245
2025 Q2	$15.5K	Hold	88	–	–	﹤0.01%	250
2025 Q1	$15K	Hold	88	–	–	﹤0.01%	249
2024 Q4	$14.4K	Hold	88	–	–	﹤0.01%	248
2024 Q3	$15.3K	Hold	88	–	–	﹤0.01%	241
2024 Q2	$13K	Hold	88	–	–	﹤0.01%	246
2024 Q1	$12.5K	Hold	88	–	–	﹤0.01%	245
2023 Q4	$12.1K	Hold	88	–	–	﹤0.01%	246
2023 Q3	$11.2K	Hold	88	–	–	﹤0.01%	233
2023 Q2	$12.5K	Hold	88	–	–	﹤0.01%	248
2023 Q1	$13K	Hold	88	–	–	﹤0.01%	268
2022 Q4	$13.5K	Hold	88	–	–	﹤0.01%	234
2022 Q3	$13K	Hold	88	–	–	﹤0.01%	232
2022 Q2	$13K	Sell	88 -364	-81%	-$57.3K	﹤0.01%	212
2022 Q1	$73K	Buy	452 +3	+0.7%	+$454	0.02%	191
2021 Q4	$70K	Buy	449 +5	+1%	+$737	0.02%	186
2021 Q3	$62K	Hold	444	–	–	0.02%	197
2021 Q2	$62K	Buy	444 +5	+1%	+$717	0.02%	192
2021 Q1	$62K	Sell	439 -2,060	-82%	-$281K	0.03%	185
2020 Q4	$343K	Buy	2,499 +1	+0%	+$138	0.16%	112
2020 Q3	$322K	Buy	2,498 +2,410	+2,739%	+$312K	0.17%	105
2020 Q2	$11K	Hold	88	–	–	0.01%	156
2020 Q1	$11K	Sell	88 -3,635	-98%	-$511K	0.01%	146
2019 Q4	$532K	Hold	3,723	–	–	0.29%	85
2019 Q3	$535K	Hold	3,723	–	–	0.3%	83
2019 Q2	$495K	Sell	3,723 -1,400	-27%	-$183K	0.31%	85
2019 Q1	$664K	Hold	5,123	–	–	0.59%	57
2018 Q4	$604K	Buy	+5,123	New	+$620K	0.64%	54

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jackson Hole Capital Partners's VPU Position: Q1 2026 in Review

Jackson Hole Capital Partners held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 338 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #251.

Jackson Hole Capital Partners first reported a position in VPU in Q4 2018 and has held it in 30 quarters since. The position peaked at $664K in Q1 2019. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Jackson Hole Capital Partners held 338 shares of Vanguard Utilities ETF worth $67K as of Q1 2026.
Jackson Hole Capital Partners left its Vanguard Utilities ETF share count unchanged in Q1 2026.
Vanguard Utilities ETF made up 0.01% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #251 holding.
Jackson Hole Capital Partners first reported a position in Vanguard Utilities ETF in Q4 2018 and has held it in 30 quarters since.
Jackson Hole Capital Partners's Vanguard Utilities ETF position peaked at $664K in Q1 2019.
672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.