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Central Valley Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Central Valley Advisors’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 		– Sell
-1,673
Closed -$328K – 197
2026
Q2 		$328K Sell
1,673
-97
-5% -$19K 0.08% 148
2026
Q1 		$351K Buy
+1,770
New +$344K 0.1% 134

Other funds holding VPU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Central Valley Advisors's VPU Position: Q3 2026 in Review

Central Valley Advisors sold out of Vanguard Utilities ETF (VPU) in Q3 2026, closing a stake of 1,673 shares — an estimated $328K sold.

Central Valley Advisors first reported a position in VPU in Q1 2026 and held it in 2 quarters. The position peaked at $351K in Q1 2026. 543 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • Central Valley Advisors reported no remaining Vanguard Utilities ETF position as of Q3 2026 after selling out during the quarter.
  • Central Valley Advisors sold 1,673 Vanguard Utilities ETF shares in Q3 2026, an estimated $328K.
  • Central Valley Advisors first reported a position in Vanguard Utilities ETF in Q1 2026 and held it in 2 quarters.
  • Central Valley Advisors's Vanguard Utilities ETF position peaked at $351K in Q1 2026.
  • 543 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.