Lido Advisors
VPU icon

Lido Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Lido 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 		$14.7M Buy
85,725
+9,052
+12% +$1.7M 0.04% 297
2026
Q2 		$15M Buy
76,673
+3,583
+5% +$703K 0.04% 278
2026
Q1 		$14.5M Buy
73,090
+2,711
+4% +$527K 0.04% 252
2025
Q4 		$13.2M Buy
70,379
+4,061
+6% +$780K 0.04% 280
2025
Q3 		$12.6M Buy
66,318
+34,695
+110% +$6.35M 0.04% 272
2025
Q2 		$5.58M Buy
31,623
+2,873
+10% +$496K 0.02% 346
2025
Q1 		$4.91M Sell
28,750
-222
-0.8% -$37.5K 0.02% 341
2024
Q4 		$4.73M Buy
28,972
+1,232
+4% +$211K 0.02% 334
2024
Q3 		$4.83M Buy
27,740
+2,814
+11% +$452K 0.02% 314
2024
Q2 		$3.72M Buy
24,926
+1,157
+5% +$172K 0.02% 328
2024
Q1 		$3.39M Buy
23,769
+3,721
+19% +$503K 0.02% 334
2023
Q4 		$2.75M Buy
20,048
+8,058
+67% +$1.06M 0.02% 353
2023
Q3 		$1.53M Sell
11,990
-847
-7% -$118K 0.01% 438
2023
Q2 		$1.83M Sell
12,837
-704
-5% -$103K 0.01% 389
2023
Q1 		$2M Buy
13,541
+667
+5% +$98.7K 0.02% 343
2022
Q4 		$1.97M Sell
12,874
-31
-0.2% -$4.59K 0.02% 298
2022
Q3 		$1.84M Buy
12,905
+789
+7% +$126K 0.02% 275
2022
Q2 		$1.84M Buy
12,116
+171
+1% +$26.9K 0.02% 242
2022
Q1 		$1.93M Buy
11,945
+103
+0.9% +$15.6K 0.02% 268
2021
Q4 		$1.85M Sell
11,842
-461
-4% -$68K 0.02% 290
2021
Q3 		$1.71M Buy
12,303
+1,161
+10% +$170K 0.02% 292
2021
Q2 		$1.55M Buy
11,142
+219
+2% +$31.4K 0.02% 295
2021
Q1 		$1.54M Buy
10,923
+5,416
+98% +$738K 0.03% 268
2020
Q4 		$755K Buy
5,507
+85
+2% +$11.7K 0.02% 375
2020
Q3 		$700K Buy
+5,422
New +$701K 0.02% 320

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
Nelson Capital Management
Nelson Capital Management Menlo Park, California $974M AUM 19.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Lido Advisors's VPU Position: Q3 2026 in Review

Lido Advisors increased its Vanguard Utilities ETF (VPU) stake by 12% in Q3 2026, buying an estimated $1.7M and bringing the position to 85,725 shares worth $14.7M. The position accounts for 0.04% of the portfolio, ranked #297.

Lido Advisors first reported a position in VPU in Q3 2020 and has held it in 25 quarters since. The position peaked at $15M in Q2 2026. 468 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • Lido Advisors held 85,725 shares of Vanguard Utilities ETF worth $14.7M as of Q3 2026.
  • Lido Advisors bought 9,052 Vanguard Utilities ETF shares in Q3 2026, an estimated $1.7M.
  • Vanguard Utilities ETF made up 0.04% of Lido Advisors's portfolio in Q3 2026, its #297 holding.
  • Lido Advisors first reported a position in Vanguard Utilities ETF in Q3 2020 and has held it in 25 quarters since.
  • Lido Advisors's Vanguard Utilities ETF position peaked at $15M in Q2 2026.
  • 468 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.