DecisionPoint Financial’s Vanguard Utilities ETF VPU Stock Holding History

DecisionPoint Financial’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	$2.75K	Buy	+16	New	+$3.01K	﹤0.01%	342

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

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 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

DecisionPoint Financial's VPU Position: Q3 2026 in Review

DecisionPoint Financial opened a new position in Vanguard Utilities ETF (VPU) in Q3 2026: 16 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #342 among its holdings.

256 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

DecisionPoint Financial held 16 shares of Vanguard Utilities ETF worth $2.75K as of Q3 2026.
Vanguard Utilities ETF was a new DecisionPoint Financial position in Q3 2026.
Vanguard Utilities ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #342 holding.
256 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.