EGWAG
VPU

Elwood & Goetz Wealth Advisory Group’s Vanguard Utilities ETF VPU Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$311K Sell
1,587
-64
-4% -$12.6K 0.05% 118
2026
Q1 		$327K Buy
1,651
+21
+1% +$4.08K 0.06% 100
2025
Q4 		$302K Sell
1,630
-34
-2% -$6.53K 0.05% 104
2025
Q3 		$315K Sell
1,664
-319
-16% -$58.4K 0.06% 90
2025
Q2 		$350K Buy
1,983
+319
+19% +$55K 0.08% 78
2025
Q1 		$284K Sell
1,664
-57
-3% -$9.63K 0.07% 78
2024
Q4 		$281K Hold
1,721
– – 0.07% 79
2024
Q3 		$300K Hold
1,721
– – 0.07% 75
2024
Q2 		$255K Hold
1,721
– – 0.07% 65
2024
Q1 		$245K Sell
1,721
-9
-0.5% -$1.22K 0.06% 77
2023
Q4 		$237K Buy
1,730
+49
+3% +$6.47K 0.05% 75
2023
Q3 		$214K Buy
1,681
+87
+5% +$12.2K 0.05% 73
2023
Q2 		$227K Hold
1,594
– – 0.05% 64
2023
Q1 		$235K Buy
1,594
+43
+3% +$6.37K 0.06% 61
2022
Q4 		$238K Buy
1,551
+34
+2% +$5.04K 0.07% 59
2022
Q3 		$216K Sell
1,517
-104
-6% -$16.6K 0.07% 58
2022
Q2 		$247K Sell
1,621
-289
-15% -$45.5K 0.08% 53
2022
Q1 		$309K Hold
1,910
– – 0.1% 51
2021
Q4 		$299K Hold
1,910
– – 0.09% 49
2021
Q3 		$266K Hold
1,910
– – 0.09% 48
2021
Q2 		$265K Buy
1,910
+182
+11% +$26.1K 0.1% 44
2021
Q1 		$243K Hold
1,728
– – 0.1% 43
2020
Q4 		$237K Buy
1,728
+29
+2% +$4K 0.11% 44
2020
Q3 		$219K Hold
1,699
– – 0.12% 39
2020
Q2 		$210K Buy
+1,699
New +$215K 0.13% 35

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's VPU Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Vanguard Utilities ETF (VPU) stake by 3.9% in Q2 2026, selling an estimated $12.6K and leaving 1,587 shares worth $311K. The position accounts for 0.05% of the portfolio, ranked #118.

Elwood & Goetz Wealth Advisory Group first reported a position in VPU in Q2 2020 and has held it in 25 quarters since. The position peaked at $350K in Q2 2025. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 1,587 shares of Vanguard Utilities ETF worth $311K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group sold 64 Vanguard Utilities ETF shares in Q2 2026, an estimated $12.6K.
  • Vanguard Utilities ETF made up 0.05% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #118 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Vanguard Utilities ETF in Q2 2020 and has held it in 25 quarters since.
  • Elwood & Goetz Wealth Advisory Group's Vanguard Utilities ETF position peaked at $350K in Q2 2025.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.