Tortoise Investment Management’s Vanguard Utilities ETF VPU Stock Holding History

Tortoise Investment 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 Q2	$250K	Hold	1,275	–	–	0.02%	227
2026 Q1	$253K	Sell	1,275 -100	-7%	-$19.4K	0.02%	215
2025 Q4	$254K	Hold	1,375	–	–	0.02%	210
2025 Q3	$260K	Hold	1,375	–	–	0.02%	204
2025 Q2	$243K	Hold	1,375	–	–	0.02%	201
2025 Q1	$235K	Buy	1,375 +2	+0.1%	+$338	0.02%	197
2024 Q4	$224K	Buy	1,373 +70	+5%	+$12K	0.02%	209
2024 Q3	$227K	Buy	1,303 +40	+3%	+$6.43K	0.02%	206
2024 Q2	$187K	Buy	1,263 +66	+6%	+$9.84K	0.02%	218
2024 Q1	$171K	Buy	1,197 +97	+9%	+$13.1K	0.02%	235
2023 Q4	$151K	Hold	1,100	–	–	0.02%	237
2023 Q3	$140K	Hold	1,100	–	–	0.02%	237
2023 Q2	$156K	Hold	1,100	–	–	0.02%	223
2023 Q1	$162K	Hold	1,100	–	–	0.03%	207
2022 Q4	$169K	Hold	1,100	–	–	0.03%	202
2022 Q3	$156K	Hold	1,100	–	–	0.03%	200
2022 Q2	$168K	Hold	1,100	–	–	0.03%	183
2022 Q1	$178K	Buy	1,100 +100	+10%	+$15.1K	0.03%	190
2021 Q4	$156K	Hold	1,000	–	–	0.03%	182
2021 Q3	$139K	Hold	1,000	–	–	0.03%	185
2021 Q2	$139K	Hold	1,000	–	–	0.03%	182
2021 Q1	$141K	Hold	1,000	–	–	0.03%	178
2020 Q4	$137K	Hold	1,000	–	–	0.03%	171
2020 Q3	$129K	Hold	1,000	–	–	0.03%	170
2020 Q2	$124K	Hold	1,000	–	–	0.03%	167
2020 Q1	$122K	Hold	1,000	–	–	0.04%	158
2019 Q4	$143K	Hold	1,000	–	–	0.03%	166
2019 Q3	$144K	Hold	1,000	–	–	0.04%	161
2019 Q2	$133K	Hold	1,000	–	–	0.03%	169
2019 Q1	$130K	Hold	1,000	–	–	0.03%	166
2018 Q4	$118K	Hold	1,000	–	–	0.03%	167
2018 Q3	$118K	Hold	1,000	–	–	0.03%	174
2018 Q2	$116K	Hold	1,000	–	–	0.03%	172
2018 Q1	$112K	Hold	1,000	–	–	0.03%	173
2017 Q4	$117K	Hold	1,000	–	–	0.03%	171
2017 Q3	$117K	Hold	1,000	–	–	0.04%	164
2017 Q2	$114K	Hold	1,000	–	–	0.04%	149
2017 Q1	$113K	Hold	1,000	–	–	0.04%	136
2016 Q4	$107K	Hold	1,000	–	–	0.04%	136
2016 Q3	$107K	Hold	1,000	–	–	0.04%	130
2016 Q2	$115K	Hold	1,000	–	–	0.04%	123
2016 Q1	$108K	Hold	1,000	–	–	0.04%	128
2015 Q4	$94K	Hold	1,000	–	–	0.03%	153
2015 Q3	$93K	Hold	1,000	–	–	0.04%	155
2015 Q2	$90K	Hold	1,000	–	–	0.03%	165
2015 Q1	$97K	Hold	1,000	–	–	0.04%	161
2014 Q4	$102K	Hold	1,000	–	–	0.04%	156
2014 Q3	$91K	Hold	1,000	–	–	0.04%	159
2014 Q2	$97K	Hold	1,000	–	–	0.04%	157
2014 Q1	$91K	Hold	1,000	–	–	0.04%	149
2013 Q4	$83K	Hold	1,000	–	–	0.05%	152
2013 Q3	$82K	Hold	1,000	–	–	0.05%	120
2013 Q2	$82K	Buy	+1,000	New	+$85.1K	0.05%	110

Other funds holding VPU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Tortoise Investment Management's VPU Position: Q2 2026 in Review

Tortoise Investment Management held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,275 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #227.

Tortoise Investment Management first reported a position in VPU in Q2 2013 and has held it in 53 quarters since. The position peaked at $260K in Q3 2025. 442 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Tortoise Investment Management held 1,275 shares of Vanguard Utilities ETF worth $250K as of Q2 2026.
Tortoise Investment Management left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #227 holding.
Tortoise Investment Management first reported a position in Vanguard Utilities ETF in Q2 2013 and has held it in 53 quarters since.
Tortoise Investment Management's Vanguard Utilities ETF position peaked at $260K in Q3 2025.
442 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.