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VPU

Byrne Asset Management’s Vanguard Utilities ETF VPU Stock Holding History

Byrne Asset Management’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 		$884 Hold
5
– – ﹤0.01% 601
2026
Q2 		$999 Hold
5
– – ﹤0.01% 566
2026
Q1 		$1K Hold
5
– – ﹤0.01% 537
2025
Q4 		$932 Buy
+5
New +$960 ﹤0.01% 535

Other funds holding VPU

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Byrne Asset Management's VPU Position: Q3 2026 in Review

Byrne Asset Management held its Vanguard Utilities ETF (VPU) position steady in Q3 2026 at 5 shares worth $884. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Byrne Asset Management first reported a position in VPU in Q4 2025 and has held it in 4 quarters since. The position peaked at $1K in Q1 2026. 31 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • Byrne Asset Management held 5 shares of Vanguard Utilities ETF worth $884 as of Q3 2026.
  • Byrne Asset Management left its Vanguard Utilities ETF share count unchanged in Q3 2026.
  • Vanguard Utilities ETF made up ﹤0.01% of Byrne Asset Management's portfolio in Q3 2026, its #601 holding.
  • Byrne Asset Management first reported a position in Vanguard Utilities ETF in Q4 2025 and has held it in 4 quarters since.
  • Byrne Asset Management's Vanguard Utilities ETF position peaked at $1K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.