CX Institutional’s Vanguard Utilities ETF VPU Stock Holding History

CX Institutional’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	$919K	Buy	5,371 +180	+3%	+$33.8K	0.02%	345
2026 Q2	$1.02M	Sell	5,191 -265	-5%	-$52K	0.03%	330
2026 Q1	$1.08M	Sell	5,456 -367	-6%	-$71.3K	0.03%	330
2025 Q4	$1.08M	Sell	5,823 -297	-5%	-$57K	0.03%	278
2025 Q3	$1.16M	Buy	6,120 +1,374	+29%	+$252K	0.04%	278
2025 Q2	$838K	Sell	4,746 -3,723	-44%	-$642K	0.03%	290
2025 Q1	$1.45M	Sell	8,469 -1,957	-19%	-$331K	0.05%	231
2024 Q4	$1.7M	Buy	10,426 +3,909	+60%	+$669K	0.07%	188
2024 Q3	$1.13M	Sell	6,517 -1,708	-21%	-$275K	0.05%	266
2024 Q2	$1.22M	Sell	8,225 -78	-0.9%	-$11.6K	0.06%	250
2024 Q1	$1.18M	Buy	8,303 +1,026	+14%	+$139K	0.06%	256
2023 Q4	$998K	Buy	+7,277	New	+$961K	0.05%	256
2022 Q3	–	Sell	-538	Closed	-$82K	–	1113
2022 Q2	$82K	Buy	+538	New	+$84.7K	0.01%	579
2021 Q3	–	Sell	-68	Closed	-$9K	–	981
2021 Q2	$9K	Sell	68 -55	-45%	-$7.88K	﹤0.01%	842
2021 Q1	$17K	Buy	+123	New	+$16.8K	﹤0.01%	703

Other funds holding VPU

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

CX Institutional's VPU Position: Q3 2026 in Review

CX Institutional increased its Vanguard Utilities ETF (VPU) stake by 3.5% in Q3 2026, buying an estimated $33.8K and bringing the position to 5,371 shares worth $919K. The position accounts for 0.02% of the portfolio, ranked #345.

CX Institutional first reported a position in VPU in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.7M in Q4 2024. 193 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

CX Institutional held 5,371 shares of Vanguard Utilities ETF worth $919K as of Q3 2026.
CX Institutional bought 180 Vanguard Utilities ETF shares in Q3 2026, an estimated $33.8K.
Vanguard Utilities ETF made up 0.02% of CX Institutional's portfolio in Q3 2026, its #345 holding.
CX Institutional first reported a position in Vanguard Utilities ETF in Q1 2021 and has held it in 15 quarters since.
CX Institutional's Vanguard Utilities ETF position peaked at $1.7M in Q4 2024.
193 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.