Econ Financial Services’s Vanguard Utilities ETF VPU Stock Holding History

Econ Financial Services’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	$5.89M	Buy	+34,418	New	+$6.47M	2.46%	10

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

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

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Econ Financial Services's VPU Position: Q3 2026 in Review

Econ Financial Services opened a new position in Vanguard Utilities ETF (VPU) in Q3 2026: 34,418 shares worth $5.89M. The stake represents 2.46% of the portfolio and ranks #10 among its holdings.

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

Econ Financial Services held 34,418 shares of Vanguard Utilities ETF worth $5.89M as of Q3 2026.
Vanguard Utilities ETF was a new Econ Financial Services position in Q3 2026.
Vanguard Utilities ETF made up 2.46% of Econ Financial Services's portfolio in Q3 2026, its #10 holding.
177 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.