FRA
VPU

FFG Retirement Advisors’s Vanguard Utilities ETF VPU Stock Holding History

FFG Retirement 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
Q2 		$3.23M Buy
16,509
+303
+2% +$59.4K 1.71% 27
2026
Q1 		$3.21M Buy
16,206
+2,269
+16% +$441K 1.87% 22
2025
Q4 		$2.58M Sell
13,937
-472
-3% -$90.6K 1.6% 27
2025
Q3 		$2.73M Sell
14,409
-86
-0.6% -$15.8K 1.69% 25
2025
Q2 		$2.56M Buy
14,495
+55
+0.4% +$9.49K 1.6% 26
2025
Q1 		$2.47M Sell
14,440
-9,466
-40% -$1.6M 1.68% 22
2024
Q4 		$3.91M Sell
23,906
-1,314
-5% -$225K 2.55% 14
2024
Q3 		$4.39M Sell
25,220
-506
-2% -$81.3K 2.86% 11
2024
Q2 		$3.81M Sell
25,726
-854
-3% -$127K 2.65% 12
2024
Q1 		$3.79M Buy
26,580
+658
+3% +$88.9K 2.67% 13
2023
Q4 		$3.55M Sell
25,922
-1,288
-5% -$170K 2.74% 14
2023
Q3 		$3.47M Buy
27,210
+2,139
+9% +$299K 2.88% 13
2023
Q2 		$3.56M Buy
25,071
+6,783
+37% +$994K 2.85% 12
2023
Q1 		$2.7M Sell
18,288
-1,159
-6% -$172K 2.31% 15
2022
Q4 		$2.98M Buy
+19,447
New +$2.88M 2.72% 12

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
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
CF
Calder Financial Downingtown, Pennsylvania $106M AUM