TCM
VPU

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

TD 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 		$9.91K Hold
50
– – ﹤0.01% 473
2025
Q4 		$9.25K Hold
50
– – ﹤0.01% 455
2025
Q3 		$9.47K Hold
50
– – ﹤0.01% 427
2025
Q2 		$8.83K Hold
50
– – ﹤0.01% 433
2025
Q1 		$8.54K Sell
50
-10
-17% -$1.69K ﹤0.01% 325
2024
Q4 		$9.83K Hold
60
– – ﹤0.01% 288
2024
Q3 		$10.4K Buy
60
+10
+20% +$1.61K ﹤0.01% 288
2024
Q2 		$7.4K Hold
50
– – ﹤0.01% 298
2024
Q1 		$7.13K Hold
50
– – ﹤0.01% 307
2023
Q4 		$6.85K Hold
50
– – ﹤0.01% 307
2023
Q3 		$6.38K Hold
50
– – ﹤0.01% 311
2023
Q2 		$7.11K Hold
50
– – ﹤0.01% 302
2023
Q1 		$7.38K Hold
50
– – ﹤0.01% 293
2022
Q4 		$7.67K Hold
50
– – ﹤0.01% 266
2022
Q3 		$7K Buy
+50
New +$7.97K ﹤0.01% 258
2022
Q1 		– Sell
-50
Closed -$8K – 335
2021
Q4 		$8K Sell
50
-5
-9% -$737 ﹤0.01% 282
2021
Q3 		$8K Buy
+55
New +$8.03K ﹤0.01% 267
2020
Q3 		– Sell
-56
Closed -$7K – 292
2020
Q2 		$7K Buy
+56
New +$7.09K ﹤0.01% 182
2015
Q3 		– Sell
-1,404
Closed -$126K – 160
2015
Q2 		$126K Sell
1,404
-3,080
-69% -$293K 0.03% 64
2015
Q1 		$434K Sell
4,484
-4,093
-48% -$411K 0.1% 44
2014
Q4 		$878K Hold
8,577
– – 0.2% 37
2014
Q3 		$783K Sell
8,577
-2,950
-26% -$273K 0.18% 39
2014
Q2 		$1.11M Buy
11,527
+89
+0.8% +$8.25K 0.25% 30
2014
Q1 		$1.03M Sell
11,438
-101,992
-90% -$8.8M 0.24% 30
2013
Q4 		$9.45M Sell
113,430
-12,620
-10% -$1.06M 2.22% 19
2013
Q3 		$10.3M Buy
126,050
+3,718
+3% +$309K 2.38% 19
2013
Q2 		$10.1M Buy
+122,332
New +$10.4M 2.45% 14

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

TD Capital Management held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 50 shares worth $9.91K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

TD Capital Management first reported a position in VPU in Q2 2013 and has held it in 27 quarters since. The position peaked at $10.3M in Q3 2013. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • TD Capital Management held 50 shares of Vanguard Utilities ETF worth $9.91K as of Q1 2026.
  • TD Capital Management left its Vanguard Utilities ETF share count unchanged in Q1 2026.
  • Vanguard Utilities ETF made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #473 holding.
  • TD Capital Management first reported a position in Vanguard Utilities ETF in Q2 2013 and has held it in 27 quarters since.
  • TD Capital Management's Vanguard Utilities ETF position peaked at $10.3M in Q3 2013.
  • 672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.