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 Q3	–	Sell	-3,622	Closed	-$709K	–	250
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Saxon Interests's VPU Position: Q3 2026 in Review

Saxon Interests sold out of Vanguard Utilities ETF (VPU) in Q3 2026, closing a stake of 3,622 shares — an estimated $709K sold.

Saxon Interests first reported a position in VPU in Q3 2024 and held it in 8 quarters. The position peaked at $1.31M in Q4 2025. 551 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

Saxon Interests reported no remaining Vanguard Utilities ETF position as of Q3 2026 after selling out during the quarter.
Saxon Interests sold 3,622 Vanguard Utilities ETF shares in Q3 2026, an estimated $709K.
Saxon Interests first reported a position in Vanguard Utilities ETF in Q3 2024 and held it in 8 quarters.
Saxon Interests's Vanguard Utilities ETF position peaked at $1.31M in Q4 2025.
551 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.