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Thoroughbred Financial Services’s Vanguard Utilities ETF VPU Stock Holding History

Thoroughbred Financial Services’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 		$237K Buy
1,388
+6
+0.4% +$1.13K 0.01% 591
2026
Q2 		$270K Buy
1,382
+16
+1% +$3.14K 0.01% 545
2026
Q1 		$270K Buy
1,366
+5
+0.4% +$972 0.02% 516
2025
Q4 		$251K Buy
1,361
+6
+0.4% +$1.15K 0.01% 514
2025
Q3 		$256K Sell
1,355
-167
-11% -$30.6K 0.02% 504
2025
Q2 		$268K Sell
1,522
-398
-21% -$68.7K 0.02% 492
2025
Q1 		$328K Sell
1,920
-832
-30% -$141K 0.02% 521
2024
Q4 		$449K Buy
2,752
+25
+0.9% +$4.28K 0.03% 429
2024
Q3 		$474K Buy
2,727
+862
+46% +$139K 0.03% 405
2024
Q2 		$275K Buy
1,865
+442
+31% +$65.9K 0.02% 523
2024
Q1 		$202K Sell
1,423
-599
-30% -$81K 0.02% 439
2023
Q4 		$277K Sell
2,022
-809
-29% -$107K 0.02% 497
2023
Q3 		$361K Buy
2,831
+889
+46% +$124K 0.04% 383
2023
Q2 		$276K Sell
1,942
-35
-2% -$5.13K 0.04% 344
2023
Q1 		$291K Sell
1,977
-7
-0.4% -$1.04K 0.04% 328
2022
Q4 		$304K Buy
1,984
+184
+10% +$27.3K 0.05% 303
2022
Q3 		$256K Buy
1,800
+470
+35% +$74.9K 0.05% 306
2022
Q2 		$202K Buy
+1,330
New +$209K 0.04% 353
2021
Q1 		– Sell
-1,734
Closed -$237K – 274
2020
Q4 		$237K Sell
1,734
-251
-13% -$34.6K 0.07% 218
2020
Q3 		$256K Sell
1,985
-96
-5% -$12.4K 0.1% 195
2020
Q2 		$257K Buy
2,081
+86
+4% +$10.9K 0.11% 182
2020
Q1 		$243K Buy
1,995
+111
+6% +$15.6K 0.09% 206
2019
Q4 		$269K Buy
1,884
+5
+0.3% +$703 0.09% 208
2019
Q3 		$270K Sell
1,879
-6,893
-79% -$946K 0.1% 192
2019
Q2 		$775K Buy
+8,772
New +$1.15M 0.29% 91

Other funds holding VPU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Allied Investment Advisors
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
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Nelson Capital Management
Nelson Capital Management Menlo Park, California $974M AUM 19.95% 1-Year Est. Return

Thoroughbred Financial Services's VPU Position: Q3 2026 in Review

Thoroughbred Financial Services increased its Vanguard Utilities ETF (VPU) stake by 0.43% in Q3 2026, buying an estimated $1.13K and bringing the position to 1,388 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #591.

Thoroughbred Financial Services first reported a position in VPU in Q2 2019 and has held it in 25 quarters since. The position peaked at $775K in Q2 2019. 457 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • Thoroughbred Financial Services held 1,388 shares of Vanguard Utilities ETF worth $237K as of Q3 2026.
  • Thoroughbred Financial Services bought 6 Vanguard Utilities ETF shares in Q3 2026, an estimated $1.13K.
  • Vanguard Utilities ETF made up 0.01% of Thoroughbred Financial Services's portfolio in Q3 2026, its #591 holding.
  • Thoroughbred Financial Services first reported a position in Vanguard Utilities ETF in Q2 2019 and has held it in 25 quarters since.
  • Thoroughbred Financial Services's Vanguard Utilities ETF position peaked at $775K in Q2 2019.
  • 457 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Thoroughbred Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.