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

Poehling 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 Q1	$248K	Hold	1,250	–	–	0.05%	139
2025 Q4	$231K	Hold	1,250	–	–	0.05%	133
2025 Q3	$237K	Sell	1,250 -700	-36%	-$128K	0.05%	128
2025 Q2	$344K	Hold	1,950	–	–	0.08%	106
2025 Q1	$333K	Hold	1,950	–	–	0.08%	109
2024 Q4	$319K	Hold	1,950	–	–	0.08%	113
2024 Q3	$339K	Hold	1,950	–	–	0.09%	110
2024 Q2	$288K	Hold	1,950	–	–	0.08%	117
2024 Q1	$278K	Hold	1,950	–	–	0.07%	113
2023 Q4	$267K	Hold	1,950	–	–	0.08%	110
2023 Q3	$249K	Hold	1,950	–	–	0.09%	109
2023 Q2	$277K	Hold	1,950	–	–	0.09%	105
2023 Q1	$288K	Hold	1,950	–	–	0.1%	102
2022 Q4	$299K	Hold	1,950	–	–	0.11%	93
2022 Q3	$277K	Hold	1,950	–	–	0.12%	89
2022 Q2	$297K	Hold	1,950	–	–	0.11%	93
2022 Q1	$316K	Hold	1,950	–	–	0.1%	120
2021 Q4	$305K	Hold	1,950	–	–	0.1%	110
2021 Q3	$271K	Hold	1,950	–	–	0.09%	117
2021 Q2	$271K	Hold	1,950	–	–	0.09%	127
2021 Q1	$274K	Hold	1,950	–	–	0.1%	128
2020 Q4	$268K	Hold	1,950	–	–	0.11%	109
2020 Q3	$252K	Hold	1,950	–	–	0.13%	99
2020 Q2	$241K	Hold	1,950	–	–	0.13%	96
2020 Q1	$238K	Buy	1,950 +450	+30%	+$63.3K	0.17%	81
2019 Q4	$214K	Hold	1,500	–	–	0.14%	100
2019 Q3	$215K	Buy	+1,500	New	+$206K	0.16%	92
2018 Q3	–	Sell	-1,500	Closed	-$174K	–	252
2018 Q2	$174K	Buy	1,500 +1,000	+200%	+$112K	0.15%	97
2018 Q1	$56K	Buy	+500	New	+$55.2K	0.05%	135

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Poehling Capital Management's VPU Position: Q1 2026 in Review

Poehling Capital Management held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 1,250 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #139.

Poehling Capital Management first reported a position in VPU in Q1 2018 and has held it in 29 quarters since. The position peaked at $344K in Q2 2025. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Poehling Capital Management held 1,250 shares of Vanguard Utilities ETF worth $248K as of Q1 2026.
Poehling Capital Management left its Vanguard Utilities ETF share count unchanged in Q1 2026.
Vanguard Utilities ETF made up 0.05% of Poehling Capital Management's portfolio in Q1 2026, its #139 holding.
Poehling Capital Management first reported a position in Vanguard Utilities ETF in Q1 2018 and has held it in 29 quarters since.
Poehling Capital Management's Vanguard Utilities ETF position peaked at $344K in Q2 2025.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Poehling Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.