McIlrath & Eck’s Vanguard Utilities ETF VPU Stock Holding History

McIlrath & Eck’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	$8.47M	Buy	42,727 +479	+1%	+$93.1K	0.63%	38
2025 Q4	$7.82M	Buy	42,248 +42,053	+21,566%	+$8.07M	0.73%	32
2025 Q3	$36.9K	Hold	195	–	–	﹤0.01%	385
2025 Q2	$34.4K	Hold	195	–	–	﹤0.01%	388
2025 Q1	$33.3K	Hold	195	–	–	﹤0.01%	387
2024 Q4	$31.9K	Hold	195	–	–	﹤0.01%	399
2024 Q3	$33.9K	Hold	195	–	–	﹤0.01%	378
2024 Q2	$28.8K	Hold	195	–	–	﹤0.01%	367
2024 Q1	$27.8K	Hold	195	–	–	﹤0.01%	385
2023 Q4	$26.7K	Buy	195 +140	+255%	+$18.5K	﹤0.01%	360
2023 Q3	$7.01K	Hold	55	–	–	﹤0.01%	600
2023 Q2	$7.82K	Hold	55	–	–	﹤0.01%	593
2023 Q1	$8.11K	Hold	55	–	–	﹤0.01%	586
2022 Q4	$8.44K	Hold	55	–	–	﹤0.01%	559
2022 Q3	$8K	Hold	55	–	–	﹤0.01%	581
2022 Q2	$8K	Hold	55	–	–	﹤0.01%	557
2022 Q1	$9K	Hold	55	–	–	﹤0.01%	548
2021 Q4	$9K	Hold	55	–	–	﹤0.01%	555
2021 Q3	$8K	Hold	55	–	–	﹤0.01%	562
2021 Q2	$8K	Hold	55	–	–	﹤0.01%	563
2021 Q1	$8K	Hold	55	–	–	﹤0.01%	521
2020 Q4	$8K	Sell	55 -200	-78%	-$27.6K	﹤0.01%	467
2020 Q3	$33K	Buy	255 +200	+364%	+$25.9K	0.01%	196
2020 Q2	$7K	Hold	55	–	–	﹤0.01%	427
2020 Q1	$7K	Hold	55	–	–	﹤0.01%	391
2019 Q4	$8K	Hold	55	–	–	﹤0.01%	421
2019 Q3	$8K	Hold	55	–	–	﹤0.01%	396
2019 Q2	$7K	Hold	55	–	–	﹤0.01%	414
2019 Q1	$7K	Hold	55	–	–	﹤0.01%	414
2018 Q4	$6K	Hold	55	–	–	﹤0.01%	354
2018 Q3	$6K	Hold	55	–	–	﹤0.01%	368
2018 Q2	$6K	Hold	55	–	–	﹤0.01%	350
2018 Q1	$6K	Hold	55	–	–	﹤0.01%	333
2017 Q4	$6K	Buy	+55	New	+$6.64K	﹤0.01%	349

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

McIlrath & Eck's VPU Position: Q1 2026 in Review

McIlrath & Eck increased its Vanguard Utilities ETF (VPU) stake by 1.1% in Q1 2026, buying an estimated $93.1K and bringing the position to 42,727 shares worth $8.47M. The position accounts for 0.63% of the portfolio, ranked #38.

McIlrath & Eck first reported a position in VPU in Q4 2017 and has held it in 34 quarters since. 675 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

McIlrath & Eck held 42,727 shares of Vanguard Utilities ETF worth $8.47M as of Q1 2026.
McIlrath & Eck bought 479 Vanguard Utilities ETF shares in Q1 2026, an estimated $93.1K.
Vanguard Utilities ETF made up 0.63% of McIlrath & Eck's portfolio in Q1 2026, its #38 holding.
McIlrath & Eck first reported a position in Vanguard Utilities ETF in Q4 2017 and has held it in 34 quarters since.
675 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.