SGCM
VPU

Sanchez Gaunt Capital Management’s Vanguard Utilities ETF VPU Stock Holding History

Sanchez Gaunt 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 		$304K Sell
1,555
-13
-0.8% -$2.55K 0.17% 149
2026
Q1 		$311K Buy
+1,568
New +$305K 0.19% 143

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sanchez Gaunt Capital Management's VPU Position: Q2 2026 in Review

Sanchez Gaunt Capital Management reduced its Vanguard Utilities ETF (VPU) stake by 0.83% in Q2 2026, selling an estimated $2.55K and leaving 1,555 shares worth $304K. The position accounts for 0.17% of the portfolio, ranked #149.

Sanchez Gaunt Capital Management first reported a position in VPU in Q1 2026 and has held it in 2 quarters since. The position peaked at $311K in Q1 2026. 690 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Sanchez Gaunt Capital Management held 1,555 shares of Vanguard Utilities ETF worth $304K as of Q2 2026.
  • Sanchez Gaunt Capital Management sold 13 Vanguard Utilities ETF shares in Q2 2026, an estimated $2.55K.
  • Vanguard Utilities ETF made up 0.17% of Sanchez Gaunt Capital Management's portfolio in Q2 2026, its #149 holding.
  • Sanchez Gaunt Capital Management first reported a position in Vanguard Utilities ETF in Q1 2026 and has held it in 2 quarters since.
  • Sanchez Gaunt Capital Management's Vanguard Utilities ETF position peaked at $311K in Q1 2026.
  • 690 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Sanchez Gaunt Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.