Financial Gravity Asset Management’s Vanguard Utilities ETF VPU Stock Holding History

Financial Gravity Asset 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
2026 Q1	$594	Buy	3 +1	+50%	+$194	﹤0.01%	793
2025 Q4	$370	Sell	2 -20	-91%	-$3.84K	﹤0.01%	665
2025 Q3	$4.17K	Buy	+22	New	+$4.03K	﹤0.01%	704
2025 Q1	$4.27K	Buy	+25	New	+$4.22K	﹤0.01%	735
2024 Q2	$27.9K	Sell	188 -79	-30%	-$11.8K	0.01%	338
2024 Q1	$36.6K	Hold	267	–	–	0.01%	293
2023 Q4	$36.6K	Buy	+267	New	+$35.3K	0.01%	295
2021 Q3	$139K	Sell	2 -3	-60%	-$438	0.07%	269
2021 Q2	$139K	Buy	+5	New	+$717	0.05%	263
2020 Q4	$1K	Buy	+5	New	+$689	﹤0.01%	460
2019 Q4	$187K	Buy	972 +405	+71%	+$57K	0.13%	128
2019 Q3	$81K	Sell	567 -312	-35%	-$42.8K	0.07%	236
2019 Q2	$117K	Buy	879 +55	+7%	+$7.19K	0.1%	212
2019 Q1	$106K	Buy	+824	New	+$102K	0.09%	200
2018 Q3	$50K	Buy	416 +140	+51%	+$16.6K	0.05%	322
2018 Q2	$33K	Sell	276 -81	-23%	-$9.1K	0.03%	408
2018 Q1	$41K	Buy	+357	New	+$39.4K	0.04%	363

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Financial Gravity Asset Management's VPU Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Vanguard Utilities ETF (VPU) stake by 50% in Q1 2026, buying an estimated $194 and bringing the position to 3 shares worth $594. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Financial Gravity Asset Management first reported a position in VPU in Q1 2018 and has held it in 17 quarters since. The position peaked at $187K in Q4 2019. 675 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Financial Gravity Asset Management held 3 shares of Vanguard Utilities ETF worth $594 as of Q1 2026.
Financial Gravity Asset Management bought 1 Vanguard Utilities ETF share in Q1 2026, an estimated $194.
Vanguard Utilities ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #793 holding.
Financial Gravity Asset Management first reported a position in Vanguard Utilities ETF in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's Vanguard Utilities ETF position peaked at $187K in Q4 2019.
675 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.