YIH
VPU

Y-Intercept (HK)’s Vanguard Utilities ETF VPU Stock Holding History

Y-Intercept (HK)’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 		– Sell
-1,552
Closed -$308K – 2210
2026
Q1 		$308K Sell
1,552
-427
-22% -$83K 0.01% 1371
2025
Q4 		$366K Buy
+1,979
New +$380K 0.01% 1324
2025
Q3 		– Sell
-2,551
Closed -$450K – 2090
2025
Q2 		$450K Buy
+2,551
New +$440K 0.01% 1240
2025
Q1 		– Sell
-2,652
Closed -$433K – 1638
2024
Q4 		$433K Buy
+2,652
New +$454K 0.03% 796
2024
Q3 		– Sell
-11,244
Closed -$1.66M – 1847
2024
Q2 		$1.66M Buy
+11,244
New +$1.68M 0.09% 301
2023
Q4 		– Sell
-10,083
Closed -$1.29M – 1684
2023
Q3 		$1.29M Buy
+10,083
New +$1.41M 0.13% 239
2022
Q4 		– Sell
-6,650
Closed -$946K – 1383
2022
Q3 		$946K Buy
+6,650
New +$1.06M 0.09% 309
2022
Q2 		– Sell
-1,511
Closed -$244K – 1215
2022
Q1 		$244K Sell
1,511
-216
-13% -$32.7K 0.06% 535
2021
Q4 		$270K Buy
+1,727
New +$255K 0.06% 427
2021
Q2 		– Sell
-1,951
Closed -$272K – 930
2021
Q1 		$272K Buy
+1,951
New +$266K 0.07% 445

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
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 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

Y-Intercept (HK)'s VPU Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Vanguard Utilities ETF (VPU) in Q2 2026, closing a stake of 1,552 shares — an estimated $308K sold.

Y-Intercept (HK) first reported a position in VPU in Q1 2021 and held it in 10 quarters. The position peaked at $1.66M in Q2 2024. 183 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Y-Intercept (HK) reported no remaining Vanguard Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 1,552 Vanguard Utilities ETF shares in Q2 2026, an estimated $308K.
  • Y-Intercept (HK) first reported a position in Vanguard Utilities ETF in Q1 2021 and held it in 10 quarters.
  • Y-Intercept (HK)'s Vanguard Utilities ETF position peaked at $1.66M in Q2 2024.
  • 183 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.