AC
VPU

Apella Capital’s Vanguard Utilities ETF VPU Stock Holding History

Apella Capital’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 		$595K Sell
3,018
-157
-5% -$30.8K 0.01% 444
2026
Q1 		$634K Sell
3,175
-440
-12% -$85.5K 0.01% 418
2025
Q4 		$669K Buy
3,615
+343
+10% +$65.8K 0.01% 315
2025
Q3 		$652K Buy
3,272
+1
+0% +$183 0.01% 295
2025
Q2 		$580K Buy
+3,271
New +$564K 0.02% 279

Other funds holding VPU

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
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
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Apella Capital's VPU Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Utilities ETF (VPU) stake by 4.9% in Q2 2026, selling an estimated $30.8K and leaving 3,018 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #444.

Apella Capital first reported a position in VPU in Q2 2025 and has held it in 5 quarters since. The position peaked at $669K in Q4 2025. 108 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Apella Capital held 3,018 shares of Vanguard Utilities ETF worth $595K as of Q2 2026.
  • Apella Capital sold 157 Vanguard Utilities ETF shares in Q2 2026, an estimated $30.8K.
  • Vanguard Utilities ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #444 holding.
  • Apella Capital first reported a position in Vanguard Utilities ETF in Q2 2025 and has held it in 5 quarters since.
  • Apella Capital's Vanguard Utilities ETF position peaked at $669K in Q4 2025.
  • 108 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.