WDC
VPU

Woodward Diversified Capital’s Vanguard Utilities ETF VPU Stock Holding History

Woodward Diversified Capital’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 		$1M Sell
5,134
-623
-11% -$122K 0.44% 49
2026
Q1 		$1.15M Sell
5,757
-359
-6% -$69.8K 0.52% 41
2025
Q4 		$1.13M Sell
6,116
-50
-0.8% -$9.6K 0.52% 47
2025
Q3 		$1.17M Sell
6,166
-319
-5% -$58.4K 0.54% 46
2025
Q2 		$1.14M Buy
6,485
+3,754
+137% +$648K 0.58% 40
2025
Q1 		$466K Buy
2,731
+319
+13% +$53.9K 0.33% 75
2024
Q4 		$394K Sell
2,412
-3,907
-62% -$669K 0.29% 79
2024
Q3 		$1.1M Sell
6,319
-471
-7% -$75.7K 0.7% 40
2024
Q2 		$1M Sell
6,790
-373
-5% -$55.6K 0.59% 47
2024
Q1 		$1.02M Buy
+7,163
New +$968K 0.63% 45
2022
Q2 		– Sell
-7,785
Closed -$1.26M – 160
2022
Q1 		$1.26M Buy
7,785
+2,241
+40% +$339K 0.82% 33
2021
Q4 		$867K Buy
5,544
+329
+6% +$48.5K 0.51% 53
2021
Q3 		$726K Sell
5,215
-324
-6% -$47.3K 0.46% 67
2021
Q2 		$769K Buy
5,539
+22
+0.4% +$3.15K 0.44% 65
2021
Q1 		$775K Sell
5,517
-1,584
-22% -$216K 0.46% 62
2020
Q4 		$974K Buy
+7,101
New +$979K 0.63% 49

Other funds holding VPU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Woodward Diversified Capital's VPU Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Vanguard Utilities ETF (VPU) stake by 11% in Q2 2026, selling an estimated $122K and leaving 5,134 shares worth $1M. The position accounts for 0.44% of the portfolio, ranked #49.

Woodward Diversified Capital first reported a position in VPU in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.26M in Q1 2022. 323 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Woodward Diversified Capital held 5,134 shares of Vanguard Utilities ETF worth $1M as of Q2 2026.
  • Woodward Diversified Capital sold 623 Vanguard Utilities ETF shares in Q2 2026, an estimated $122K.
  • Vanguard Utilities ETF made up 0.44% of Woodward Diversified Capital's portfolio in Q2 2026, its #49 holding.
  • Woodward Diversified Capital first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 16 quarters since.
  • Woodward Diversified Capital's Vanguard Utilities ETF position peaked at $1.26M in Q1 2022.
  • 323 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.