Flagstar Advisors
VPU icon

Flagstar Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Flagstar 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 		$1.98M Buy
11,579
+125
+1% +$23.5K 0.6% 47
2026
Q2 		$2.24M Buy
11,454
+118
+1% +$23.1K 0.68% 45
2026
Q1 		$2.25M Sell
11,336
-704
-6% -$137K 0.81% 39
2025
Q4 		$2.23M Sell
12,040
-141
-1% -$27.1K 0.75% 37
2025
Q3 		$2.31M Buy
12,181
+156
+1% +$28.6K 0.71% 39
2025
Q2 		$2.12M Sell
12,025
-128
-1% -$22.1K 0.59% 51
2025
Q1 		$2.08M Buy
12,153
+527
+5% +$89K 0.53% 50
2024
Q4 		$1.9M Buy
11,626
+44
+0.4% +$7.53K 0.47% 53
2024
Q3 		$2.03M Buy
11,582
+29
+0.3% +$4.66K 0.51% 49
2024
Q2 		$1.72M Sell
11,553
-440
-4% -$65.6K 0.47% 54
2024
Q1 		$1.71M Buy
11,993
+1,785
+17% +$241K 0.48% 53
2023
Q4 		$1.4M Buy
10,208
+1,918
+23% +$253K 0.44% 59
2023
Q3 		$1.07M Buy
8,290
+1,065
+15% +$149K 0.41% 66
2023
Q2 		$1.04M Buy
+7,225
New +$1.06M 0.39% 66

Other funds holding VPU

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Allied Investment Advisors
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
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Econ Financial Services
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
Apollon Financial
Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return
Porter White Investment Advisors
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
David Kennon
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Flagstar Advisors's VPU Position: Q3 2026 in Review

Flagstar Advisors increased its Vanguard Utilities ETF (VPU) stake by 1.1% in Q3 2026, buying an estimated $23.5K and bringing the position to 11,579 shares worth $1.98M. The position accounts for 0.6% of the portfolio, ranked #47.

Flagstar Advisors first reported a position in VPU in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.31M in Q3 2025. 267 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • Flagstar Advisors held 11,579 shares of Vanguard Utilities ETF worth $1.98M as of Q3 2026.
  • Flagstar Advisors bought 125 Vanguard Utilities ETF shares in Q3 2026, an estimated $23.5K.
  • Vanguard Utilities ETF made up 0.6% of Flagstar Advisors's portfolio in Q3 2026, its #47 holding.
  • Flagstar Advisors first reported a position in Vanguard Utilities ETF in Q2 2023 and has held it in 14 quarters since.
  • Flagstar Advisors's Vanguard Utilities ETF position peaked at $2.31M in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.