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 Q2	$545K	Buy	2,786 +505	+22%	+$99K	0.31%	47
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 $1.89T 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

Blackston Financial Advisory Group's VPU Position: Q2 2026 in Review

Blackston Financial Advisory Group increased its Vanguard Utilities ETF (VPU) stake by 22% in Q2 2026, buying an estimated $99K and bringing the position to 2,786 shares worth $545K. The position accounts for 0.31% of the portfolio, ranked #47.

Blackston Financial Advisory Group first reported a position in VPU in Q4 2023 and has held it in 9 quarters since. The position peaked at $664K in Q3 2024. 696 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Blackston Financial Advisory Group held 2,786 shares of Vanguard Utilities ETF worth $545K as of Q2 2026.
Blackston Financial Advisory Group bought 505 Vanguard Utilities ETF shares in Q2 2026, an estimated $99K.
Vanguard Utilities ETF made up 0.31% of Blackston Financial Advisory Group's portfolio in Q2 2026, its #47 holding.
Blackston Financial Advisory Group first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 9 quarters since.
Blackston Financial Advisory Group's Vanguard Utilities ETF position peaked at $664K in Q3 2024.
696 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.