Apollon Financial’s Vanguard Utilities ETF VPU Stock Holding History

Apollon Financial’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	$5.51M	Buy	28,156 +1,078	+4%	+$211K	0.65%	41
2026 Q1	$5.37M	Buy	27,078 +3,235	+14%	+$629K	0.74%	37
2025 Q4	$4.41M	Buy	23,843 +2,086	+10%	+$400K	0.64%	43
2025 Q3	$4.12M	Buy	21,757 +1,987	+10%	+$364K	0.69%	37
2025 Q2	$3.49M	Buy	19,770 +1,604	+9%	+$277K	0.73%	34
2025 Q1	$3.1M	Buy	18,166 +2,035	+13%	+$344K	0.73%	36
2024 Q4	$2.64M	Buy	+16,131	New	+$2.76M	0.65%	37

Other funds holding VPU

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

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

David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Apollon Financial's VPU Position: Q2 2026 in Review

Apollon Financial increased its Vanguard Utilities ETF (VPU) stake by 4% in Q2 2026, buying an estimated $211K and bringing the position to 28,156 shares worth $5.51M. The position accounts for 0.65% of the portfolio, ranked #41.

Apollon Financial first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Apollon Financial held 28,156 shares of Vanguard Utilities ETF worth $5.51M as of Q2 2026.
Apollon Financial bought 1,078 Vanguard Utilities ETF shares in Q2 2026, an estimated $211K.
Vanguard Utilities ETF made up 0.65% of Apollon Financial's portfolio in Q2 2026, its #41 holding.
Apollon Financial first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
172 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.