WIC
VPU

Woodmont Investment Counsel’s Vanguard Utilities ETF VPU Stock Holding History

Woodmont Investment Counsel’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 		$200K Hold
1,022
– – 0.01% 284
2026
Q1 		$202K Sell
1,022
-125
-11% -$24.3K 0.01% 257
2025
Q4 		$212K Hold
1,147
– – 0.01% 249
2025
Q3 		$217K Sell
1,147
-1,100
-49% -$201K 0.01% 252
2025
Q2 		$397K Buy
+2,247
New +$388K 0.03% 219
2024
Q2 		– Sell
-22
Closed -$3.14K – 366
2024
Q1 		$3.14K Buy
+22
New +$2.97K ﹤0.01% 357

Other funds holding VPU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
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
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Woodmont Investment Counsel's VPU Position: Q2 2026 in Review

Woodmont Investment Counsel held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,022 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #284.

Woodmont Investment Counsel first reported a position in VPU in Q1 2024 and has held it in 6 quarters since. The position peaked at $397K in Q2 2025. 442 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Woodmont Investment Counsel held 1,022 shares of Vanguard Utilities ETF worth $200K as of Q2 2026.
  • Woodmont Investment Counsel left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up 0.01% of Woodmont Investment Counsel's portfolio in Q2 2026, its #284 holding.
  • Woodmont Investment Counsel first reported a position in Vanguard Utilities ETF in Q1 2024 and has held it in 6 quarters since.
  • Woodmont Investment Counsel's Vanguard Utilities ETF position peaked at $397K in Q2 2025.
  • 442 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.