Saxon Interests’s Vanguard Utilities ETF VPU Stock Holding History

Saxon Interests’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	$709K	Sell	3,622 -1,483	-29%	-$291K	0.2%	119
2026 Q1	$1.01M	Sell	5,105 -1,970	-28%	-$383K	0.35%	68
2025 Q4	$1.31M	Buy	7,075 +1,622	+30%	+$311K	0.46%	56
2025 Q3	$996K	Sell	5,453 -2,116	-28%	-$388K	0.39%	60
2025 Q2	$1.29M	Hold	7,569	–	–	0.6%	40
2025 Q1	$1.29M	Buy	7,569 +188	+3%	+$31.8K	0.6%	40
2024 Q4	$1.21M	Buy	7,381 +92	+1%	+$15.7K	0.53%	48
2024 Q3	$1.27M	Buy	+7,289	New	+$1.17M	0.58%	47

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Saxon Interests's VPU Position: Q2 2026 in Review

Saxon Interests reduced its Vanguard Utilities ETF (VPU) stake by 29% in Q2 2026, selling an estimated $291K and leaving 3,622 shares worth $709K. The position accounts for 0.2% of the portfolio, ranked #119.

Saxon Interests first reported a position in VPU in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q4 2025. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Saxon Interests held 3,622 shares of Vanguard Utilities ETF worth $709K as of Q2 2026.
Saxon Interests sold 1,483 Vanguard Utilities ETF shares in Q2 2026, an estimated $291K.
Vanguard Utilities ETF made up 0.2% of Saxon Interests's portfolio in Q2 2026, its #119 holding.
Saxon Interests first reported a position in Vanguard Utilities ETF in Q3 2024 and has held it in 8 quarters since.
Saxon Interests's Vanguard Utilities ETF position peaked at $1.31M in Q4 2025.
693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.