Financial Gravity Companies’s Vanguard Utilities ETF VPU Stock Holding History

Financial Gravity Companies’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	$587	Buy	+3	New	+$588	﹤0.01%	846
2025 Q2	$4.06K	Buy	+23	New	+$3.97K	﹤0.01%	692
2024 Q4	$35.6K	Buy	218 +6	+3%	+$1.03K	0.01%	342
2024 Q3	$36.9K	Buy	+212	New	+$34.1K	0.01%	205
2018 Q4	$56K	Buy	+461	New	+$55.8K	0.05%	304
2018 Q1	$41K	Sell	357 -21	-6%	-$2.32K	0.04%	363
2017 Q4	$43K	Buy	+378	New	+$45.7K	0.05%	327

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Gravity Companies's VPU Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 3 shares worth $587. The stake represents ﹤0.01% of the portfolio and ranks #846 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VPU as recently as Q2 2025.

Financial Gravity Companies first reported a position in VPU in Q4 2017 and has held it in 7 quarters since. The position peaked at $56K in Q4 2018. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Financial Gravity Companies held 3 shares of Vanguard Utilities ETF worth $587 as of Q2 2026.
Vanguard Utilities ETF was a new Financial Gravity Companies position in Q2 2026.
Vanguard Utilities ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #846 holding.
Financial Gravity Companies first reported a position in Vanguard Utilities ETF in Q4 2017 and has held it in 7 quarters since.
Financial Gravity Companies's Vanguard Utilities ETF position peaked at $56K in Q4 2018.
697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.