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

Winebrenner 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	$982K	Sell	5,019 -199	-4%	-$39K	0.6%	48
2026 Q1	$1.03M	Sell	5,218 -24	-0.5%	-$4.66K	0.66%	43
2025 Q4	$970K	Sell	5,242 -25	-0.5%	-$4.8K	0.65%	48
2025 Q3	$998K	Buy	5,267 +44	+0.8%	+$8.06K	0.72%	43
2025 Q2	$922K	Sell	5,223 -10	-0.2%	-$1.73K	0.74%	42
2025 Q1	$894K	Sell	5,233 -35	-0.7%	-$5.91K	0.81%	38
2024 Q4	$861K	Buy	+5,268	New	+$902K	0.66%	50

Other funds holding VPU

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 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

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Winebrenner Capital Management reduced its Vanguard Utilities ETF (VPU) stake by 3.8% in Q2 2026, selling an estimated $39K and leaving 5,019 shares worth $982K. The position accounts for 0.6% of the portfolio, ranked #48.

Winebrenner Capital Management first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q1 2026. 108 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Winebrenner Capital Management held 5,019 shares of Vanguard Utilities ETF worth $982K as of Q2 2026.
Winebrenner Capital Management sold 199 Vanguard Utilities ETF shares in Q2 2026, an estimated $39K.
Vanguard Utilities ETF made up 0.6% of Winebrenner Capital Management's portfolio in Q2 2026, its #48 holding.
Winebrenner Capital Management first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
Winebrenner Capital Management's Vanguard Utilities ETF position peaked at $1.03M in Q1 2026.
108 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.