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
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 $1.66T AUM 25.57% 1-Year Est. Return

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

BCMIO

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

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

Financial Gravity Companies's VPU Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Vanguard Utilities ETF (VPU) in Q2 2025: 23 shares worth $4.06K. The stake represents ﹤0.01% of the portfolio and ranks #692 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VPU as recently as Q4 2024.

Financial Gravity Companies first reported a position in VPU in Q4 2017 and has held it in 6 quarters since. The position peaked at $56K in Q4 2018. 617 funds tracked by Wall St. Rank hold VPU as of Q2 2025.

Financial Gravity Companies held 23 shares of Vanguard Utilities ETF worth $4.06K as of Q2 2025.
Vanguard Utilities ETF was a new Financial Gravity Companies position in Q2 2025.
Vanguard Utilities ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #692 holding.
Financial Gravity Companies first reported a position in Vanguard Utilities ETF in Q4 2017 and has held it in 6 quarters since.
Financial Gravity Companies's Vanguard Utilities ETF position peaked at $56K in Q4 2018.
617 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.