CAG
VPU

Csenge Advisory Group’s Vanguard Utilities ETF VPU Stock Holding History

Csenge 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 		$492K Sell
2,514
-35
-1% -$6.86K 0.02% 470
2026
Q1 		$505K Buy
2,549
+349
+16% +$67.8K 0.02% 430
2025
Q4 		$407K Sell
2,200
-3,825
-63% -$734K 0.02% 487
2025
Q3 		$1.14M Buy
6,025
+3,435
+133% +$629K 0.05% 265
2025
Q2 		$458K Hold
2,590
– – 0.02% 448
2025
Q1 		$437K Buy
2,590
+29
+1% +$4.9K 0.02% 429
2024
Q4 		$419K Sell
2,561
-3,977
-61% -$681K 0.02% 472
2024
Q3 		$1.12M Buy
6,538
+30
+0.5% +$4.82K 0.06% 248
2024
Q2 		$963K Sell
6,508
-2,319
-26% -$346K 0.05% 257
2024
Q1 		$1.26M Buy
8,827
+223
+3% +$30.1K 0.07% 217
2023
Q4 		$1.18M Buy
8,604
+5,380
+167% +$710K 0.07% 207
2023
Q3 		$411K Sell
3,224
-287
-8% -$40.1K 0.03% 419
2023
Q2 		$499K Buy
+3,511
New +$514K 0.03% 380

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
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
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Csenge Advisory Group's VPU Position: Q2 2026 in Review

Csenge Advisory Group reduced its Vanguard Utilities ETF (VPU) stake by 1.4% in Q2 2026, selling an estimated $6.86K and leaving 2,514 shares worth $492K. The position accounts for 0.02% of the portfolio, ranked #470.

Csenge Advisory Group first reported a position in VPU in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.26M in Q1 2024. 694 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Csenge Advisory Group held 2,514 shares of Vanguard Utilities ETF worth $492K as of Q2 2026.
  • Csenge Advisory Group sold 35 Vanguard Utilities ETF shares in Q2 2026, an estimated $6.86K.
  • Vanguard Utilities ETF made up 0.02% of Csenge Advisory Group's portfolio in Q2 2026, its #470 holding.
  • Csenge Advisory Group first reported a position in Vanguard Utilities ETF in Q2 2023 and has held it in 13 quarters since.
  • Csenge Advisory Group's Vanguard Utilities ETF position peaked at $1.26M in Q1 2024.
  • 694 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.