NCM
VPU

Nelson Capital Management’s Vanguard Utilities ETF VPU Stock Holding History

Nelson Capital Management’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
Q2 		$12M Sell
61,096
-409
-0.7% -$80.2K 1.31% 16
2026
Q1 		$12.2M Buy
61,505
+99
+0.2% +$19.2K 1.49% 13
2025
Q4 		$11.4M Buy
61,406
+888
+1% +$170K 1.33% 13
2025
Q3 		$11.5M Buy
60,518
+1,382
+2% +$253K 1.37% 13
2025
Q2 		$10.4M Buy
59,136
+810
+1% +$140K 1.38% 14
2025
Q1 		$9.96M Buy
58,326
+1,343
+2% +$227K 1.72% 15
2024
Q4 		$9.31M Sell
56,983
-143
-0.3% -$24.5K 1.54% 15
2024
Q3 		$9.94M Buy
57,126
+1,927
+3% +$310K 1.67% 13
2024
Q2 		$8.17M Buy
55,199
+16,245
+42% +$2.42M 1.45% 17
2024
Q1 		$5.55M Buy
38,954
+5,441
+16% +$735K 1.06% 26
2023
Q4 		$4.59M Sell
33,513
-3,881
-10% -$512K 1.03% 28
2023
Q3 		$4.77M Buy
37,394
+904
+2% +$126K 1.17% 26
2023
Q2 		$5.19M Sell
36,490
-48
-0.1% -$7.03K 1.34% 24
2023
Q1 		$5.39M Buy
36,538
+443
+1% +$65.6K 1.53% 23
2022
Q4 		$5.54M Sell
36,095
-412
-1% -$61K 1.62% 22
2022
Q3 		$5.19M Buy
36,507
+14,041
+62% +$2.24M 1.53% 24
2022
Q2 		$3.42M Sell
22,466
-847
-4% -$133K 0.95% 39
2022
Q1 		$3.77M Sell
23,313
-374
-2% -$56.6K 0.74% 45
2021
Q4 		$3.71M Buy
23,687
+11
+0% +$1.62K 0.69% 47
2021
Q3 		$3.29M Buy
23,676
+215
+0.9% +$31.4K 0.66% 46
2021
Q2 		$3.25M Buy
23,461
+277
+1% +$39.7K 0.66% 47
2021
Q1 		$3.26M Sell
23,184
-1,086
-4% -$148K 0.7% 45
2020
Q4 		$3.33M Sell
24,270
-10,785
-31% -$1.49M 0.72% 45
2020
Q3 		$4.53M Sell
35,055
-1,194
-3% -$154K 0.79% 41
2020
Q2 		$4.48M Buy
36,249
+152
+0.4% +$19.2K 0.98% 40
2020
Q1 		$4.4M Sell
36,097
-35
-0.1% -$4.92K 1.18% 35
2019
Q4 		$5.16M Buy
36,132
+2,103
+6% +$296K 1.09% 40
2019
Q3 		$4.89M Buy
34,029
+2,454
+8% +$337K 1.16% 37
2019
Q2 		$4.2M Buy
+31,575
New +$4.13M 0.99% 40

Other funds holding VPU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Nelson Capital Management's VPU Position: Q2 2026 in Review

Nelson Capital Management reduced its Vanguard Utilities ETF (VPU) stake by 0.66% in Q2 2026, selling an estimated $80.2K and leaving 61,096 shares worth $12M. The position accounts for 1.31% of the portfolio, ranked #16.

Nelson Capital Management first reported a position in VPU in Q2 2019 and has held it in 29 quarters since. The position peaked at $12.2M in Q1 2026. 323 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Nelson Capital Management held 61,096 shares of Vanguard Utilities ETF worth $12M as of Q2 2026.
  • Nelson Capital Management sold 409 Vanguard Utilities ETF shares in Q2 2026, an estimated $80.2K.
  • Vanguard Utilities ETF made up 1.31% of Nelson Capital Management's portfolio in Q2 2026, its #16 holding.
  • Nelson Capital Management first reported a position in Vanguard Utilities ETF in Q2 2019 and has held it in 29 quarters since.
  • Nelson Capital Management's Vanguard Utilities ETF position peaked at $12.2M in Q1 2026.
  • 323 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.