TFS
VPU

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
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

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

Thoroughbred Financial Services's VPU Position: Q1 2026 in Review

Thoroughbred Financial Services increased its Vanguard Utilities ETF (VPU) stake by 0.37% in Q1 2026, buying an estimated $972 and bringing the position to 1,366 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #516.

Thoroughbred Financial Services first reported a position in VPU in Q2 2019 and has held it in 23 quarters since. The position peaked at $775K in Q2 2019. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Thoroughbred Financial Services held 1,366 shares of Vanguard Utilities ETF worth $270K as of Q1 2026.
  • Thoroughbred Financial Services bought 5 Vanguard Utilities ETF shares in Q1 2026, an estimated $972.
  • Vanguard Utilities ETF made up 0.02% of Thoroughbred Financial Services's portfolio in Q1 2026, its #516 holding.
  • Thoroughbred Financial Services first reported a position in Vanguard Utilities ETF in Q2 2019 and has held it in 23 quarters since.
  • Thoroughbred Financial Services's Vanguard Utilities ETF position peaked at $775K in Q2 2019.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.