FFA
VPU

Farther Finance Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Farther Finance Advisors’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 		$5.92M Buy
34,647
+2,466
+8% +$463K 0.04% 381
2026
Q2 		$6.3M Buy
32,181
+1,678
+6% +$329K 0.05% 339
2026
Q1 		$6.07M Buy
30,503
+1,435
+5% +$279K 0.06% 296
2025
Q4 		$5.38M Buy
29,068
+3,307
+13% +$635K 0.06% 293
2025
Q3 		$4.88M Buy
25,761
+8,560
+50% +$1.57M 0.07% 232
2025
Q2 		$3.04M Buy
17,201
+3,584
+26% +$618K 0.06% 260
2025
Q1 		$2.33M Buy
13,617
+4,398
+48% +$743K 0.06% 269
2024
Q4 		$1.51M Buy
9,219
+3,034
+49% +$519K 0.05% 266
2024
Q3 		$1.08M Buy
6,185
+4,972
+410% +$799K 0.04% 330
2024
Q2 		$178K Buy
1,213
+271
+29% +$40.4K 0.01% 891
2024
Q1 		$134K Buy
942
+652
+225% +$88.1K 0.01% 848
2023
Q4 		$39.8K Sell
290
-643
-69% -$84.9K ﹤0.01% 1122
2023
Q3 		$119K Buy
+933
New +$130K 0.02% 504
2023
Q2 		– Sell
-14
Closed -$2.06K – 2582
2023
Q1 		$2.06K Sell
14
-80
-85% -$11.8K ﹤0.01% 1637
2022
Q4 		$14.4K Buy
+94
New +$13.9K 0.01% 834

Other funds holding VPU

MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Farther Finance Advisors's VPU Position: Q3 2026 in Review

Farther Finance Advisors increased its Vanguard Utilities ETF (VPU) stake by 7.7% in Q3 2026, buying an estimated $463K and bringing the position to 34,647 shares worth $5.92M. The position accounts for 0.04% of the portfolio, ranked #381.

Farther Finance Advisors first reported a position in VPU in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.3M in Q2 2026. 31 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • Farther Finance Advisors held 34,647 shares of Vanguard Utilities ETF worth $5.92M as of Q3 2026.
  • Farther Finance Advisors bought 2,466 Vanguard Utilities ETF shares in Q3 2026, an estimated $463K.
  • Vanguard Utilities ETF made up 0.04% of Farther Finance Advisors's portfolio in Q3 2026, its #381 holding.
  • Farther Finance Advisors first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Vanguard Utilities ETF position peaked at $6.3M in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.