Nelson Capital Management
VPU icon

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
Q3 		$10.3M Sell
60,302
-794
-1% -$149K 1.06% 19
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 		$10M 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 		$9.9M 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 		$3.7M 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 		$3.26M 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

LPL Financial
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Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 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

Nelson Capital Management's VPU Position: Q3 2026 in Review

Nelson Capital Management reduced its Vanguard Utilities ETF (VPU) stake by 1.3% in Q3 2026, selling an estimated $149K and leaving 60,302 shares worth $10.3M. The position accounts for 1.06% of the portfolio, ranked #19.

Nelson Capital Management first reported a position in VPU in Q2 2019 and has held it in 30 quarters since. The position peaked at $12.2M in Q1 2026. 535 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • Nelson Capital Management held 60,302 shares of Vanguard Utilities ETF worth $10.3M as of Q3 2026.
  • Nelson Capital Management sold 794 Vanguard Utilities ETF shares in Q3 2026, an estimated $149K.
  • Vanguard Utilities ETF made up 1.06% of Nelson Capital Management's portfolio in Q3 2026, its #19 holding.
  • Nelson Capital Management first reported a position in Vanguard Utilities ETF in Q2 2019 and has held it in 30 quarters since.
  • Nelson Capital Management's Vanguard Utilities ETF position peaked at $12.2M in Q1 2026.
  • 535 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Nelson Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.