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 Q3	$472K	Buy	2,762 +20	+0.7%	+$3.76K	0.05%	55
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

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

DiNuzzo Private Wealth's VPU Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Vanguard Utilities ETF (VPU) stake by 0.73% in Q3 2026, buying an estimated $3.76K and bringing the position to 2,762 shares worth $472K. 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 9 quarters since. The position peaked at $540K in Q1 2026. 237 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

DiNuzzo Private Wealth held 2,762 shares of Vanguard Utilities ETF worth $472K as of Q3 2026.
DiNuzzo Private Wealth bought 20 Vanguard Utilities ETF shares in Q3 2026, an estimated $3.76K.
Vanguard Utilities ETF made up 0.05% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #55 holding.
DiNuzzo Private Wealth first reported a position in Vanguard Utilities ETF in Q3 2024 and has held it in 9 quarters since.
DiNuzzo Private Wealth's Vanguard Utilities ETF position peaked at $540K in Q1 2026.
237 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.