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BOLTON SECURITIES CORPORATION’s Vanguard Utilities ETF VPU Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$424K Buy
2,482
+1,314
+113% +$247K 0.02% 649
2026
Q2 		$229K Buy
1,168
+227
+24% +$44.5K 0.01% 864
2026
Q1 		$186K Buy
+941
New +$183K 0.01% 824
2025
Q3 		$14.2K Buy
+75
New +$13.7K ﹤0.01% 1468
2025
Q1 		$539K Buy
+3,155
New +$533K 0.03% 460

Other funds holding VPU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's VPU Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Vanguard Utilities ETF (VPU) stake by 113% in Q3 2026, buying an estimated $247K and bringing the position to 2,482 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #649.

BOLTON SECURITIES CORPORATION first reported a position in VPU in Q1 2025 and has held it in 5 quarters since. The position peaked at $539K in Q1 2025. 501 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,482 shares of Vanguard Utilities ETF worth $424K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 1,314 Vanguard Utilities ETF shares in Q3 2026, an estimated $247K.
  • Vanguard Utilities ETF made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #649 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard Utilities ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Vanguard Utilities ETF position peaked at $539K in Q1 2025.
  • 501 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.