TCM
VPU

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

Triumph 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
Q2 		$145K Buy
740
+5
+0.7% +$981 0.03% 419
2026
Q1 		$146K Buy
735
+118
+19% +$22.9K 0.03% 386
2025
Q4 		$114K Buy
+617
New +$118K 0.02% 409

Other funds holding VPU

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Triumph Capital Management's VPU Position: Q2 2026 in Review

Triumph Capital Management increased its Vanguard Utilities ETF (VPU) stake by 0.68% in Q2 2026, buying an estimated $981 and bringing the position to 740 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #419.

Triumph Capital Management first reported a position in VPU in Q4 2025 and has held it in 3 quarters since. The position peaked at $146K in Q1 2026. 150 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Triumph Capital Management held 740 shares of Vanguard Utilities ETF worth $145K as of Q2 2026.
  • Triumph Capital Management bought 5 Vanguard Utilities ETF shares in Q2 2026, an estimated $981.
  • Vanguard Utilities ETF made up 0.03% of Triumph Capital Management's portfolio in Q2 2026, its #419 holding.
  • Triumph Capital Management first reported a position in Vanguard Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Vanguard Utilities ETF position peaked at $146K in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.