Matthew Hamilton Rosenberg’s Vanguard Utilities ETF VPU Stock Holding History

Matthew Hamilton Rosenberg’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	$42.4K	Hold	248	–	–	0.01%	469
2026 Q2	$48.5K	Hold	248	–	–	0.01%	441
2026 Q1	$49.1K	Hold	248	–	–	0.01%	424
2025 Q4	$45.9K	Hold	248	–	–	0.01%	440
2025 Q3	$47K	Hold	248	–	–	0.01%	434
2025 Q2	$43.8K	Hold	248	–	–	0.01%	459
2025 Q1	$42.4K	Hold	248	–	–	0.01%	449
2024 Q4	$40.5K	Hold	248	–	–	0.01%	451
2024 Q3	$43.2K	Sell	248 -60	-19%	-$9.6K	0.01%	450
2024 Q2	$45.2K	Buy	+308	New	+$45.9K	0.01%	433
2023 Q2	–	Sell	-4	Closed	-$590	–	1000
2023 Q1	$590	Hold	4	–	–	﹤0.01%	861
2022 Q4	$613	Hold	4	–	–	﹤0.01%	854
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	842
2022 Q2	$1K	Sell	4 -2	-33%	-$315	﹤0.01%	786
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	742
2021 Q4	$1K	Buy	+6	New	+$885	﹤0.01%	717

Other funds holding VPU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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 Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Nelson Capital Management Menlo Park, California $974M AUM 19.95% 1-Year Est. Return

Matthew Hamilton Rosenberg's VPU Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard Utilities ETF (VPU) position steady in Q3 2026 at 248 shares worth $42.4K. The position accounts for 0.01% of the portfolio, ranked #469.

Matthew Hamilton Rosenberg first reported a position in VPU in Q4 2021 and has held it in 16 quarters since. The position peaked at $49.1K in Q1 2026. 457 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

Matthew Hamilton Rosenberg held 248 shares of Vanguard Utilities ETF worth $42.4K as of Q3 2026.
Matthew Hamilton Rosenberg left its Vanguard Utilities ETF share count unchanged in Q3 2026.
Vanguard Utilities ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #469 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 16 quarters since.
Matthew Hamilton Rosenberg's Vanguard Utilities ETF position peaked at $49.1K in Q1 2026.
457 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.