GPWM
VPU

Grant Private Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Grant Private Wealth 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
Q2 		$243K Sell
1,242
-960
-44% -$188K 0.1% 145
2026
Q1 		$436K Buy
+2,202
New +$428K 0.23% 91

Other funds holding VPU

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Grant Private Wealth Management's VPU Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Vanguard Utilities ETF (VPU) stake by 44% in Q2 2026, selling an estimated $188K and leaving 1,242 shares worth $243K. The position accounts for 0.1% of the portfolio, ranked #145.

Grant Private Wealth Management first reported a position in VPU in Q1 2026 and has held it in 2 quarters since. The position peaked at $436K in Q1 2026. 108 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Grant Private Wealth Management held 1,242 shares of Vanguard Utilities ETF worth $243K as of Q2 2026.
  • Grant Private Wealth Management sold 960 Vanguard Utilities ETF shares in Q2 2026, an estimated $188K.
  • Vanguard Utilities ETF made up 0.1% of Grant Private Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Grant Private Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2026 and has held it in 2 quarters since.
  • Grant Private Wealth Management's Vanguard Utilities ETF position peaked at $436K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.