Blackston Financial Advisory Group’s Vanguard Utilities ETF VPU Stock Holding History

Blackston Financial Advisory 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 Q1	$452K	Sell	2,281 -64	-3%	-$12.4K	0.28%	48
2025 Q4	$434K	Sell	2,345 -16	-0.7%	-$3.07K	0.26%	54
2025 Q3	$447K	Sell	2,361 -131	-5%	-$24K	0.27%	51
2025 Q2	$440K	Sell	2,492 -29	-1%	-$5K	0.28%	54
2025 Q1	$431K	Sell	2,521 -81	-3%	-$13.7K	0.29%	48
2024 Q4	$425K	Sell	2,602 -1,212	-32%	-$207K	0.21%	73
2024 Q3	$664K	Buy	+3,814	New	+$613K	0.34%	48
2024 Q1	–	Sell	-1,475	Closed	-$202K	–	96
2023 Q4	$202K	Buy	+1,475	New	+$195K	0.13%	94

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Blackston Financial Advisory Group's VPU Position: Q1 2026 in Review

Blackston Financial Advisory Group reduced its Vanguard Utilities ETF (VPU) stake by 2.7% in Q1 2026, selling an estimated $12.4K and leaving 2,281 shares worth $452K. The position accounts for 0.28% of the portfolio, ranked #48.

Blackston Financial Advisory Group first reported a position in VPU in Q4 2023 and has held it in 8 quarters since. The position peaked at $664K in Q3 2024. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Blackston Financial Advisory Group held 2,281 shares of Vanguard Utilities ETF worth $452K as of Q1 2026.
Blackston Financial Advisory Group sold 64 Vanguard Utilities ETF shares in Q1 2026, an estimated $12.4K.
Vanguard Utilities ETF made up 0.28% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #48 holding.
Blackston Financial Advisory Group first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 8 quarters since.
Blackston Financial Advisory Group's Vanguard Utilities ETF position peaked at $664K in Q3 2024.
672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.