Financial Advocates Investment Management’s Vanguard Utilities ETF VPU Stock Holding History

Financial Advocates Investment Management’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
2025 Q3	$3.11M	Sell	16,395 -1,325	-7%	-$243K	1.75%	16
2025 Q2	$3.13M	Sell	17,720 -1,102	-6%	-$190K	0.25%	87
2025 Q1	$3.22M	Sell	18,822 -363	-2%	-$61.3K	0.23%	101
2024 Q4	$3.14M	Sell	19,185 -2,711	-12%	-$464K	0.18%	127
2024 Q3	$3.81M	Buy	21,896 +2,745	+14%	+$441K	0.22%	104
2024 Q2	$2.83M	Buy	19,151 +830	+5%	+$124K	0.18%	128
2024 Q1	$2.61M	Buy	+18,321	New	+$2.48M	0.15%	148
2021 Q4	–	Sell	-1,524	Closed	-$212K	–	818
2021 Q3	$212K	Buy	+1,524	New	+$223K	0.01%	692
2018 Q1	–	Sell	-1,807	Closed	-$211K	–	538
2017 Q4	$211K	Buy	+1,807	New	+$218K	0.03%	449

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's VPU Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Vanguard Utilities ETF (VPU) stake by 7.5% in Q3 2025, selling an estimated $243K and leaving 16,395 shares worth $3.11M. The position accounts for 1.75% of the portfolio, ranked #16.

Financial Advocates Investment Management first reported a position in VPU in Q4 2017 and has held it in 9 quarters since. The position peaked at $3.81M in Q3 2024. 623 funds tracked by Wall St. Rank hold VPU as of Q3 2025.

Financial Advocates Investment Management held 16,395 shares of Vanguard Utilities ETF worth $3.11M as of Q3 2025.
Financial Advocates Investment Management sold 1,325 Vanguard Utilities ETF shares in Q3 2025, an estimated $243K.
Vanguard Utilities ETF made up 1.75% of Financial Advocates Investment Management's portfolio in Q3 2025, its #16 holding.
Financial Advocates Investment Management first reported a position in Vanguard Utilities ETF in Q4 2017 and has held it in 9 quarters since.
Financial Advocates Investment Management's Vanguard Utilities ETF position peaked at $3.81M in Q3 2024.
623 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.