DiNuzzo Private Wealth’s Vanguard Utilities ETF VPU Stock Holding History

DiNuzzo Private Wealth’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	$537K	Buy	2,742 +18	+0.7%	+$3.53K	0.05%	55
2026 Q1	$540K	Buy	2,724 +18	+0.7%	+$3.5K	0.06%	51
2025 Q4	$501K	Buy	2,706 +37	+1%	+$7.1K	0.05%	54
2025 Q3	$488K	Hold	2,669	–	–	0.06%	54
2025 Q2	$471K	Buy	2,669 +18	+0.7%	+$3.1K	0.06%	56
2025 Q1	$453K	Buy	2,651 +20	+0.8%	+$3.38K	0.06%	53
2024 Q4	$430K	Buy	2,631 +40	+2%	+$6.85K	0.05%	54
2024 Q3	$451K	Buy	+2,591	New	+$416K	0.06%	53

Other funds holding VPU

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

DiNuzzo Private Wealth's VPU Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Vanguard Utilities ETF (VPU) stake by 0.66% in Q2 2026, buying an estimated $3.53K and bringing the position to 2,742 shares worth $537K. The position accounts for 0.05% of the portfolio, ranked #55.

DiNuzzo Private Wealth first reported a position in VPU in Q3 2024 and has held it in 8 quarters since. The position peaked at $540K in Q1 2026. 267 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

DiNuzzo Private Wealth held 2,742 shares of Vanguard Utilities ETF worth $537K as of Q2 2026.
DiNuzzo Private Wealth bought 18 Vanguard Utilities ETF shares in Q2 2026, an estimated $3.53K.
Vanguard Utilities ETF made up 0.05% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #55 holding.
DiNuzzo Private Wealth first reported a position in Vanguard Utilities ETF in Q3 2024 and has held it in 8 quarters since.
DiNuzzo Private Wealth's Vanguard Utilities ETF position peaked at $540K in Q1 2026.
267 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.