Altiora Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

Altiora Financial Group’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	$1.11M	Hold	5,650	–	–	0.17%	52
2026 Q1	$1.12M	Hold	5,650	–	–	0.18%	53
2025 Q4	$1.05M	Hold	5,650	–	–	0.18%	51
2025 Q3	$1.07M	Hold	5,650	–	–	0.2%	46
2025 Q2	$997K	Hold	5,650	–	–	0.19%	50
2025 Q1	$965K	Hold	5,650	–	–	0.21%	47
2024 Q4	$923K	Hold	5,650	–	–	0.2%	50
2024 Q3	$983K	Hold	5,650	–	–	0.22%	47
2024 Q2	$836K	Hold	5,650	–	–	0.2%	50
2024 Q1	$806K	Hold	5,650	–	–	0.22%	43
2023 Q4	$774K	Buy	+5,650	New	+$746K	0.22%	40

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Altiora Financial Group's VPU Position: Q2 2026 in Review

Altiora Financial Group held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 5,650 shares worth $1.11M. The position accounts for 0.17% of the portfolio, ranked #52.

Altiora Financial Group first reported a position in VPU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q1 2026. 696 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Altiora Financial Group held 5,650 shares of Vanguard Utilities ETF worth $1.11M as of Q2 2026.
Altiora Financial Group left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.17% of Altiora Financial Group's portfolio in Q2 2026, its #52 holding.
Altiora Financial Group first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 11 quarters since.
Altiora Financial Group's Vanguard Utilities ETF position peaked at $1.12M in Q1 2026.
696 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.