Twin Lakes Capital Management’s Vanguard Utilities ETF VPU Stock Holding History

Twin Lakes 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	$26.6K	Sell	136 -39	-22%	-$7.65K	0.01%	151
2026 Q1	$34.7K	Hold	175	–	–	0.02%	152
2025 Q4	$32.4K	Hold	175	–	–	0.01%	154
2025 Q3	$33.1K	Hold	175	–	–	0.02%	154
2025 Q2	$30.9K	Hold	175	–	–	0.02%	154
2025 Q1	$29.9K	Hold	175	–	–	0.02%	152
2024 Q4	$28.6K	Hold	175	–	–	0.02%	164
2024 Q3	$30.5K	Buy	+175	New	+$28.1K	0.02%	162

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Twin Lakes Capital Management's VPU Position: Q2 2026 in Review

Twin Lakes Capital Management reduced its Vanguard Utilities ETF (VPU) stake by 22% in Q2 2026, selling an estimated $7.65K and leaving 136 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #151.

Twin Lakes Capital Management first reported a position in VPU in Q3 2024 and has held it in 8 quarters since. The position peaked at $34.7K in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Twin Lakes Capital Management held 136 shares of Vanguard Utilities ETF worth $26.6K as of Q2 2026.
Twin Lakes Capital Management sold 39 Vanguard Utilities ETF shares in Q2 2026, an estimated $7.65K.
Vanguard Utilities ETF made up 0.01% of Twin Lakes Capital Management's portfolio in Q2 2026, its #151 holding.
Twin Lakes Capital Management first reported a position in Vanguard Utilities ETF in Q3 2024 and has held it in 8 quarters since.
Twin Lakes Capital Management's Vanguard Utilities ETF position peaked at $34.7K in Q1 2026.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Twin Lakes Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.