NBC Securities
VPU icon

NBC Securities’s Vanguard Utilities ETF VPU Stock Holding History

NBC Securities’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 		$41.5K Sell
243
-86
-26% -$16.2K ﹤0.01% 1367
2026
Q2 		$64.5K Sell
329
-6
-2% -$1.18K ﹤0.01% 1208
2026
Q1 		$66.4K Buy
335
+1
+0.3% +$194 0.01% 1215
2025
Q4 		$61.8K Buy
334
+17
+5% +$3.26K ﹤0.01% 1257
2025
Q3 		$60K Buy
317
+156
+97% +$28.6K ﹤0.01% 1255
2025
Q2 		$28K Hold
161
– – ﹤0.01% 1565
2025
Q1 		$27K Buy
+161
New +$27.2K ﹤0.01% 1373
2024
Q4 		– Sell
-264
Closed -$45K – 2063
2024
Q3 		$45K Hold
264
– – ﹤0.01% 1214
2024
Q2 		$39K Hold
264
– – ﹤0.01% 1216
2024
Q1 		$37K Sell
264
-137
-34% -$18.5K ﹤0.01% 1222
2023
Q4 		$54K Sell
401
-4
-1% -$528 0.01% 1105
2023
Q3 		$51K Buy
+405
New +$56.6K 0.01% 1131

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
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
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 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

NBC Securities's VPU Position: Q3 2026 in Review

NBC Securities reduced its Vanguard Utilities ETF (VPU) stake by 26% in Q3 2026, selling an estimated $16.2K and leaving 243 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

NBC Securities first reported a position in VPU in Q3 2023 and has held it in 12 quarters since. The position peaked at $66.4K in Q1 2026. 419 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • NBC Securities held 243 shares of Vanguard Utilities ETF worth $41.5K as of Q3 2026.
  • NBC Securities sold 86 Vanguard Utilities ETF shares in Q3 2026, an estimated $16.2K.
  • Vanguard Utilities ETF made up ﹤0.01% of NBC Securities's portfolio in Q3 2026, its #1367 holding.
  • NBC Securities first reported a position in Vanguard Utilities ETF in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Vanguard Utilities ETF position peaked at $66.4K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.