Ariston Services Group’s Vanguard Utilities ETF VPU Stock Holding History

Ariston Services 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 Q3	$3.1M	Hold	18,137	–	–	1.74%	14
2026 Q2	$3.55M	Buy	+18,137	New	+$3.56M	1.96%	13
2026 Q1	–	Sell	-18,085	Closed	-$3.51M	–	13
2025 Q4	$3.35M	Sell	18,085 -34	-0.2%	-$6.53K	1.96%	13
2025 Q3	$3.43M	Buy	18,119 +1,514	+9%	+$277K	2.07%	13
2025 Q2	$2.93M	Sell	16,605 -9	-0.1%	-$1.55K	2.08%	13
2025 Q1	$2.84M	Buy	16,614 +104	+0.6%	+$17.6K	2.37%	12
2024 Q4	$2.7M	Sell	16,510 -185	-1%	-$31.7K	2.34%	12
2024 Q3	$2.91M	Sell	16,695 -120	-0.7%	-$19.3K	2.53%	11
2024 Q2	$2.49M	Sell	16,815 -299	-2%	-$44.6K	2.4%	12
2024 Q1	$2.44M	Sell	17,114 -162	-0.9%	-$21.9K	2.34%	12
2023 Q4	$2.37M	Buy	+17,276	New	+$2.28M	2.29%	13

Other funds holding VPU

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

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

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

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

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

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

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Ariston Services Group's VPU Position: Q3 2026 in Review

Ariston Services Group held its Vanguard Utilities ETF (VPU) position steady in Q3 2026 at 18,137 shares worth $3.1M. The position accounts for 1.74% of the portfolio, ranked #14.

Ariston Services Group first reported a position in VPU in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.55M in Q2 2026. 177 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

Ariston Services Group held 18,137 shares of Vanguard Utilities ETF worth $3.1M as of Q3 2026.
Ariston Services Group left its Vanguard Utilities ETF share count unchanged in Q3 2026.
Vanguard Utilities ETF made up 1.74% of Ariston Services Group's portfolio in Q3 2026, its #14 holding.
Ariston Services Group first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 11 quarters since.
Ariston Services Group's Vanguard Utilities ETF position peaked at $3.55M in Q2 2026.
177 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Ariston Services Group's 13F filing for Q3 2026, filed 16 Oct 2026.