EF
VPU

Evanson Financial’s Vanguard Utilities ETF VPU Stock Holding History

Evanson Financial’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 		$685K Buy
+3,501
New +$687K 0.03% 174

Other funds holding VPU

MAG
MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return