Essential Partners’s Vanguard Utilities ETF VPU Stock Holding History

Essential Partners’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	$2.58K	Buy	+15	New	+$2.82K	﹤0.01%	1824

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

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

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Essential Partners's VPU Position: Q3 2026 in Review

Essential Partners opened a new position in Vanguard Utilities ETF (VPU) in Q3 2026: 15 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #1824 among its holdings.

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

Essential Partners held 15 shares of Vanguard Utilities ETF worth $2.58K as of Q3 2026.
Vanguard Utilities ETF was a new Essential Partners position in Q3 2026.
Vanguard Utilities ETF made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1824 holding.
200 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.