Sweeney & Michel’s Vanguard Utilities ETF VPU Stock Holding History

Sweeney & Michel’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	$577K	Sell	3,372 -1,297	-28%	-$244K	0.15%	86
2026 Q2	$882K	Buy	4,669 +2	+0%	+$392	0.23%	68
2026 Q1	$934K	Buy	4,667 +3	+0.1%	+$583	0.27%	61
2025 Q4	$901K	Buy	4,664 +3	+0.1%	+$576	0.27%	63
2025 Q3	$911K	Buy	4,661 +14	+0.3%	+$2.56K	0.31%	55
2025 Q2	$827K	Buy	4,647 +16	+0.3%	+$2.76K	0.29%	59
2025 Q1	$733K	Buy	+4,631	New	+$782K	0.32%	53
2024 Q3	$828K	Buy	4,698 +17	+0.4%	+$2.73K	0.33%	56
2024 Q2	$697K	Buy	4,681 +18	+0.4%	+$2.68K	0.3%	57
2024 Q1	$723K	Buy	+4,663	New	+$630K	0.32%	57
2023 Q3	$600K	Buy	4,576 +21	+0.5%	+$2.94K	0.31%	53
2023 Q2	$636K	Buy	4,555 +16	+0.4%	+$2.34K	0.33%	50
2023 Q1	$647K	Buy	+4,539	New	+$672K	0.34%	51

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Nelson Capital Management Menlo Park, California $974M AUM 19.95% 1-Year Est. Return

Sweeney & Michel's VPU Position: Q3 2026 in Review

Sweeney & Michel reduced its Vanguard Utilities ETF (VPU) stake by 28% in Q3 2026, selling an estimated $244K and leaving 3,372 shares worth $577K. The position accounts for 0.15% of the portfolio, ranked #86.

Sweeney & Michel first reported a position in VPU in Q1 2023 and has held it in 13 quarters since. The position peaked at $934K in Q1 2026. 457 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

Sweeney & Michel held 3,372 shares of Vanguard Utilities ETF worth $577K as of Q3 2026.
Sweeney & Michel sold 1,297 Vanguard Utilities ETF shares in Q3 2026, an estimated $244K.
Vanguard Utilities ETF made up 0.15% of Sweeney & Michel's portfolio in Q3 2026, its #86 holding.
Sweeney & Michel first reported a position in Vanguard Utilities ETF in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's Vanguard Utilities ETF position peaked at $934K in Q1 2026.
457 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.