Accel Wealth Management
VPU icon

Accel Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Accel Wealth 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
Q3 		$1.85M Buy
10,793
+29
+0.3% +$5.45K 0.4% 59
2026
Q2 		$2.11M Buy
10,764
+411
+4% +$80.6K 0.47% 48
2026
Q1 		$2.05M Buy
10,353
+661
+7% +$128K 0.54% 46
2025
Q4 		$1.79M Sell
9,692
-182
-2% -$34.9K 0.49% 52
2025
Q3 		$1.87M Buy
9,874
+262
+3% +$48K 0.54% 49
2025
Q2 		$1.7M Sell
9,612
-23
-0.2% -$3.97K 0.57% 50
2025
Q1 		$1.65M Sell
9,635
-426
-4% -$72K 0.59% 47
2024
Q4 		$1.64M Buy
10,061
+158
+2% +$27K 0.62% 42
2024
Q3 		$1.72M Buy
9,903
+1,680
+20% +$270K 0.64% 44
2024
Q2 		$1.22M Buy
8,223
+1,647
+25% +$245K 0.49% 55
2024
Q1 		$938K Buy
6,576
+655
+11% +$88.5K 0.4% 65
2023
Q4 		$812K Sell
5,921
-1,826
-24% -$241K 0.41% 67
2023
Q3 		$988K Sell
7,747
-84
-1% -$11.7K 0.55% 52
2023
Q2 		$1.11M Sell
7,831
-503
-6% -$73.7K 0.61% 49
2023
Q1 		$1.23M Buy
8,334
+1
+0% +$148 0.5% 54
2022
Q4 		$1.28M Buy
8,333
+140
+2% +$20.7K 0.61% 45
2022
Q3 		$1.23M Buy
8,193
+114
+1% +$18.2K 0.65% 44
2022
Q2 		$1.23M Buy
8,079
+85
+1% +$13.4K 0.7% 42
2022
Q1 		$1.31M Buy
7,994
+68
+0.9% +$10.3K 0.68% 42
2021
Q4 		$1.24M Buy
7,926
+3,891
+96% +$574K 0.61% 47
2021
Q3 		$561K Buy
4,035
+610
+18% +$89.1K 0.36% 63
2021
Q2 		$475K Buy
3,425
+280
+9% +$40.1K 0.31% 73
2021
Q1 		$442K Hold
3,145
– – 0.36% 58
2020
Q4 		$432K Buy
+3,145
New +$434K 0.4% 53

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Accel Wealth Management's VPU Position: Q3 2026 in Review

Accel Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 0.27% in Q3 2026, buying an estimated $5.45K and bringing the position to 10,793 shares worth $1.85M. The position accounts for 0.4% of the portfolio, ranked #59.

Accel Wealth Management first reported a position in VPU in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.11M in Q2 2026. 478 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • Accel Wealth Management held 10,793 shares of Vanguard Utilities ETF worth $1.85M as of Q3 2026.
  • Accel Wealth Management bought 29 Vanguard Utilities ETF shares in Q3 2026, an estimated $5.45K.
  • Vanguard Utilities ETF made up 0.4% of Accel Wealth Management's portfolio in Q3 2026, its #59 holding.
  • Accel Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 24 quarters since.
  • Accel Wealth Management's Vanguard Utilities ETF position peaked at $2.11M in Q2 2026.
  • 478 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.