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 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 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

Csenge Advisory Group's VPU Position: Q1 2026 in Review

Csenge Advisory Group increased its Vanguard Utilities ETF (VPU) stake by 16% in Q1 2026, buying an estimated $67.8K and bringing the position to 2,549 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #430.

Csenge Advisory Group first reported a position in VPU in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q1 2024. 671 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Csenge Advisory Group held 2,549 shares of Vanguard Utilities ETF worth $505K as of Q1 2026.
Csenge Advisory Group bought 349 Vanguard Utilities ETF shares in Q1 2026, an estimated $67.8K.
Vanguard Utilities ETF made up 0.02% of Csenge Advisory Group's portfolio in Q1 2026, its #430 holding.
Csenge Advisory Group first reported a position in Vanguard Utilities ETF in Q2 2023 and has held it in 12 quarters since.
Csenge Advisory Group's Vanguard Utilities ETF position peaked at $1.26M in Q1 2024.
671 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.