IFG Advisory’s Vanguard Utilities ETF VPU Stock Holding History

IFG Advisory’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	$5.82M	Buy	+29,727	New	+$5.83M	0.2%	128
2026 Q1	–	Sell	-27,621	Closed	-$5.11M	–	863
2025 Q4	$5.11M	Buy	27,621 +6	+0%	+$1.15K	0.22%	123
2025 Q3	$5.23M	Buy	27,615 +475	+2%	+$87K	0.24%	111
2025 Q2	$4.79M	Sell	27,140 -94	-0.3%	-$16.2K	0.24%	108
2025 Q1	$4.65M	Buy	27,234 +199	+0.7%	+$33.6K	0.26%	103
2024 Q4	$4.42M	Buy	27,035 +182	+0.7%	+$31.1K	0.25%	111
2024 Q3	$4.67M	Buy	26,853 +835	+3%	+$134K	0.3%	97
2024 Q2	$3.85M	Sell	26,018 -2,685	-9%	-$400K	0.25%	107
2024 Q1	$4.09M	Buy	28,703 +849	+3%	+$115K	0.31%	102
2023 Q4	$3.82M	Buy	27,854 +92	+0.3%	+$12.1K	0.28%	100
2023 Q3	$3.54M	Buy	27,762 +540	+2%	+$75.5K	0.3%	86
2023 Q2	$3.87M	Buy	27,222 +1,026	+4%	+$150K	0.34%	77
2023 Q1	$3.86M	Sell	26,196 -16	-0.1%	-$2.37K	0.36%	68
2022 Q4	$4.02M	Sell	26,212 -385	-1%	-$57K	0.4%	61
2022 Q3	$3.78M	Sell	26,597 -1,089	-4%	-$174K	0.34%	66
2022 Q2	$4.22M	Buy	27,686 +2,181	+9%	+$343K	0.45%	49
2022 Q1	$4.13M	Sell	25,505 -3,525	-12%	-$533K	0.42%	51
2021 Q4	$4.54M	Sell	29,030 -524	-2%	-$77.3K	0.44%	47
2021 Q3	$4.11M	Buy	29,554 +190	+0.6%	+$27.7K	0.44%	45
2021 Q2	$4.07M	Buy	29,364 +812	+3%	+$116K	0.45%	44
2021 Q1	$4.01M	Buy	28,552 +233	+0.8%	+$31.7K	0.5%	43
2020 Q4	$3.89M	Sell	28,319 -242	-0.8%	-$33.4K	0.54%	43
2020 Q3	$3.69M	Buy	28,561 +665	+2%	+$86K	0.6%	33
2020 Q2	$3.45M	Buy	27,896 +253	+0.9%	+$32K	0.62%	32
2020 Q1	$3.37M	Buy	27,643 +1,004	+4%	+$141K	0.75%	25
2019 Q4	$3.81M	Sell	26,639 -1,142	-4%	-$161K	0.69%	30
2019 Q3	$3.99M	Buy	27,781 +1,918	+7%	+$263K	0.77%	24
2019 Q2	$3.44M	Buy	+25,863	New	+$3.38M	0.61%	30
2018 Q3	–	Sell	-4,037	Closed	-$468K	–	392
2018 Q2	$468K	Buy	+4,037	New	+$453K	0.1%	206

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 22.96% 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

IFG Advisory's VPU Position: Q2 2026 in Review

IFG Advisory opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 29,727 shares worth $5.82M. The stake represents 0.2% of the portfolio and ranks #128 among its holdings. This is a return to the name: IFG Advisory previously reported a position in VPU as recently as Q4 2025.

IFG Advisory first reported a position in VPU in Q2 2018 and has held it in 29 quarters since. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

IFG Advisory held 29,727 shares of Vanguard Utilities ETF worth $5.82M as of Q2 2026.
Vanguard Utilities ETF was a new IFG Advisory position in Q2 2026.
Vanguard Utilities ETF made up 0.2% of IFG Advisory's portfolio in Q2 2026, its #128 holding.
IFG Advisory first reported a position in Vanguard Utilities ETF in Q2 2018 and has held it in 29 quarters since.
693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.