Allied Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Allied Investment Advisors’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	$16.1M	Buy	94,010 +2,464	+3%	+$463K	1.52%	22
2026 Q2	$17.9M	Buy	91,546 +1,934	+2%	+$379K	2.25%	14
2026 Q1	$17.8M	Buy	89,612 +1,270	+1%	+$247K	2.55%	11
2025 Q4	$16.3M	Sell	88,342 -307	-0.3%	-$58.9K	2.53%	11
2025 Q3	$16.8M	Sell	88,649 -50,116	-36%	-$9.18M	2.67%	10
2025 Q2	$24.5M	Buy	138,765 +1,671	+1%	+$288K	4.28%	4
2025 Q1	$23.4M	Buy	137,094 +5,811	+4%	+$982K	4.44%	4
2024 Q4	$21.5M	Sell	131,283 -966	-0.7%	-$165K	4.32%	4
2024 Q3	$23M	Buy	132,249 +1,324	+1%	+$213K	4.56%	4
2024 Q2	$19.4M	Buy	130,925 +4,018	+3%	+$599K	4.54%	3
2024 Q1	$18.1M	Buy	126,907 +10,099	+9%	+$1.36M	4.37%	3
2023 Q4	$16M	Buy	116,808 +12,490	+12%	+$1.65M	4.36%	3
2023 Q3	$13.3M	Buy	+104,318	New	+$14.6M	3.98%	4

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWIA

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

BIA

Bigelow Investment Advisors Portland, Maine $281M AUM 18.59% 1-Year Est. Return

Allied Investment Advisors's VPU Position: Q3 2026 in Review

Allied Investment Advisors increased its Vanguard Utilities ETF (VPU) stake by 2.7% in Q3 2026, buying an estimated $463K and bringing the position to 94,010 shares worth $16.1M. The position accounts for 1.52% of the portfolio, ranked #22.

Allied Investment Advisors first reported a position in VPU in Q3 2023 and has held it in 13 quarters since. The position peaked at $24.5M in Q2 2025. 74 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

Allied Investment Advisors held 94,010 shares of Vanguard Utilities ETF worth $16.1M as of Q3 2026.
Allied Investment Advisors bought 2,464 Vanguard Utilities ETF shares in Q3 2026, an estimated $463K.
Vanguard Utilities ETF made up 1.52% of Allied Investment Advisors's portfolio in Q3 2026, its #22 holding.
Allied Investment Advisors first reported a position in Vanguard Utilities ETF in Q3 2023 and has held it in 13 quarters since.
Allied Investment Advisors's Vanguard Utilities ETF position peaked at $24.5M in Q2 2025.
74 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.