Diversified Enterprises’s Vanguard Utilities ETF VPU Stock Holding History

Diversified Enterprises’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	$248K	Buy	1,448 +1	+0.1%	+$188	0.01%	393
2026 Q2	$283K	Hold	1,447	–	–	0.01%	343
2026 Q1	$287K	Buy	1,447 +1	+0.1%	+$194	0.02%	328
2025 Q4	$268K	Hold	1,446	–	–	0.02%	319
2025 Q3	$274K	Buy	+1,446	New	+$265K	0.02%	256

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Diversified Enterprises's VPU Position: Q3 2026 in Review

Diversified Enterprises increased its Vanguard Utilities ETF (VPU) stake by 0.07% in Q3 2026, buying an estimated $188 and bringing the position to 1,448 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #393.

Diversified Enterprises first reported a position in VPU in Q3 2025 and has held it in 5 quarters since. The position peaked at $287K in Q1 2026. 279 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

Diversified Enterprises held 1,448 shares of Vanguard Utilities ETF worth $248K as of Q3 2026.
Diversified Enterprises bought 1 Vanguard Utilities ETF share in Q3 2026, an estimated $188.
Vanguard Utilities ETF made up 0.01% of Diversified Enterprises's portfolio in Q3 2026, its #393 holding.
Diversified Enterprises first reported a position in Vanguard Utilities ETF in Q3 2025 and has held it in 5 quarters since.
Diversified Enterprises's Vanguard Utilities ETF position peaked at $287K in Q1 2026.
279 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.