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

Curtis 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 Q3	$225K	Hold	1,317	–	–	0.04%	113
2026 Q2	$258K	Sell	1,317 -35	-3%	-$6.86K	0.05%	112
2026 Q1	$268K	Sell	1,352 -25	-2%	-$4.86K	0.06%	111
2025 Q4	$255K	Sell	1,377 -25	-2%	-$4.8K	0.05%	104
2025 Q3	$266K	Hold	1,402	–	–	0.06%	96
2025 Q2	$247K	Hold	1,402	–	–	0.06%	97
2025 Q1	$239K	Hold	1,402	–	–	0.07%	93
2024 Q4	$229K	Hold	1,402	–	–	0.06%	92
2024 Q3	$244K	Hold	1,402	–	–	0.07%	90
2024 Q2	$207K	Sell	1,402 -100	-7%	-$14.9K	0.07%	92
2024 Q1	$214K	Hold	1,502	–	–	0.08%	93
2023 Q4	$206K	Sell	1,502 -98	-6%	-$12.9K	0.09%	90
2023 Q3	$204K	Hold	1,600	–	–	0.07%	81
2023 Q2	$227K	Hold	1,600	–	–	0.07%	84
2023 Q1	$236K	Hold	1,600	–	–	0.09%	80
2022 Q4	$245K	Hold	1,600	–	–	0.1%	75
2022 Q3	$228K	Hold	1,600	–	–	0.09%	80
2022 Q2	$244K	Hold	1,600	–	–	0.1%	82
2022 Q1	$259K	Hold	1,600	–	–	0.09%	77
2021 Q4	$250K	Hold	1,600	–	–	0.08%	75
2021 Q3	$223K	Hold	1,600	–	–	0.08%	70
2021 Q2	$222K	Hold	1,600	–	–	0.1%	68
2021 Q1	$225K	Hold	1,600	–	–	0.1%	70
2020 Q4	$220K	Buy	+1,600	New	+$221K	0.11%	70

Other funds holding VPU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Nelson Capital Management Menlo Park, California $974M AUM 19.95% 1-Year Est. Return

Curtis Advisory Group's VPU Position: Q3 2026 in Review

Curtis Advisory Group held its Vanguard Utilities ETF (VPU) position steady in Q3 2026 at 1,317 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #113.

Curtis Advisory Group first reported a position in VPU in Q4 2020 and has held it in 24 quarters since. The position peaked at $268K in Q1 2026. 457 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

Curtis Advisory Group held 1,317 shares of Vanguard Utilities ETF worth $225K as of Q3 2026.
Curtis Advisory Group left its Vanguard Utilities ETF share count unchanged in Q3 2026.
Vanguard Utilities ETF made up 0.04% of Curtis Advisory Group's portfolio in Q3 2026, its #113 holding.
Curtis Advisory Group first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 24 quarters since.
Curtis Advisory Group's Vanguard Utilities ETF position peaked at $268K in Q1 2026.
457 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.