Flagship Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Flagship Wealth 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 Q3	$493K	Sell	2,883 -373	-11%	-$70.1K	0.11%	95
2026 Q2	$637K	Sell	3,256 -786	-19%	-$154K	0.14%	81
2026 Q1	$713K	Buy	4,042 +757	+23%	+$147K	0.31%	51
2025 Q4	$608K	Sell	3,285 -1,036	-24%	-$199K	0.18%	69
2025 Q3	$818K	Sell	4,321 -73	-2%	-$13.4K	0.27%	55
2025 Q2	$776K	Sell	4,394 -101	-2%	-$17.4K	0.29%	55
2025 Q1	$768K	Sell	4,495 -980	-18%	-$166K	0.32%	50
2024 Q4	$895K	Buy	+5,475	New	+$937K	0.53%	36

Other funds holding VPU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Flagship Wealth Advisors's VPU Position: Q3 2026 in Review

Flagship Wealth Advisors reduced its Vanguard Utilities ETF (VPU) stake by 11% in Q3 2026, selling an estimated $70.1K and leaving 2,883 shares worth $493K. The position accounts for 0.11% of the portfolio, ranked #95.

Flagship Wealth Advisors first reported a position in VPU in Q4 2024 and has held it in 8 quarters since. The position peaked at $895K in Q4 2024. 385 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

Flagship Wealth Advisors held 2,883 shares of Vanguard Utilities ETF worth $493K as of Q3 2026.
Flagship Wealth Advisors sold 373 Vanguard Utilities ETF shares in Q3 2026, an estimated $70.1K.
Vanguard Utilities ETF made up 0.11% of Flagship Wealth Advisors's portfolio in Q3 2026, its #95 holding.
Flagship Wealth Advisors first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 8 quarters since.
Flagship Wealth Advisors's Vanguard Utilities ETF position peaked at $895K in Q4 2024.
385 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.