JGIA
VPU

Jackson Grant Investment Advisers’s Vanguard Utilities ETF VPU Stock Holding History

Jackson Grant Investment Advisers’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 		$40.7K Sell
208
-205
-50% -$40.2K 0.01% 210
2026
Q1 		$81.8K Buy
413
+3
+0.7% +$583 0.03% 170
2025
Q4 		$75.9K Buy
410
+3
+0.7% +$576 0.03% 176
2025
Q3 		$77.1K Buy
407
+3
+0.7% +$549 0.03% 174
2025
Q2 		$71.4K Buy
404
+2
+0.5% +$345 0.03% 161
2025
Q1 		$68.6K Buy
402
+3
+0.8% +$507 0.03% 156
2024
Q4 		$65.2K Buy
399
+3
+0.8% +$513 0.03% 163
2024
Q3 		$68.9K Buy
396
+7
+2% +$1.13K 0.03% 163
2024
Q2 		$57.6K Sell
389
-195
-33% -$29.1K 0.02% 171
2024
Q1 		$83.3K Buy
584
+4
+0.7% +$541 0.03% 149
2023
Q4 		$79.4K Buy
580
+11
+2% +$1.45K 0.04% 148
2023
Q3 		$72.5K Buy
569
+5
+0.9% +$699 0.04% 149
2023
Q2 		$80.2K Hold
564
– – 0.04% 146
2023
Q1 		$83.2K Buy
564
+4
+0.7% +$592 0.04% 149
2022
Q4 		$85.8K Buy
560
+5
+0.9% +$741 0.04% 143
2022
Q3 		$79K Buy
555
+5
+0.9% +$797 0.04% 144
2022
Q2 		$84K Buy
550
+4
+0.7% +$630 0.04% 144
2022
Q1 		$88K Buy
+546
New +$82.6K 0.04% 154
2021
Q4 		– Sell
-535
Closed -$74K – 332
2021
Q3 		$74K Hold
535
– – 0.03% 175
2021
Q2 		$74K Buy
535
+4
+0.8% +$573 0.03% 169
2021
Q1 		$75K Buy
531
+4
+0.8% +$545 0.03% 168
2020
Q4 		$72K Buy
527
+5
+1% +$689 0.04% 157
2020
Q3 		$67K Buy
522
+3
+0.6% +$388 0.04% 133
2020
Q2 		$64K Buy
519
+6
+1% +$760 0.04% 131
2020
Q1 		$63K Buy
513
+3
+0.6% +$422 0.05% 127
2019
Q4 		$73K Buy
510
+8
+2% +$1.13K 0.04% 134
2019
Q3 		$72K Hold
502
– – 0.04% 134
2019
Q2 		$67K Buy
502
+3
+0.6% +$392 0.04% 134
2019
Q1 		$65K Buy
499
+4
+0.8% +$496 0.04% 132
2018
Q4 		$58K Buy
495
+8
+2% +$968 0.04% 135
2018
Q3 		$57K Buy
487
+4
+0.8% +$474 0.04% 139
2018
Q2 		$56K Hold
483
– – 0.04% 143
2018
Q1 		$54K Buy
483
+4
+0.8% +$442 0.04% 140
2017
Q4 		$56K Buy
479
+7
+1% +$845 0.04% 138
2017
Q3 		$55K Buy
472
+4
+0.9% +$473 0.04% 136
2017
Q2 		$53K Buy
468
+4
+0.9% +$461 0.04% 125
2017
Q1 		$52K Hold
464
– – 0.04% 123
2016
Q4 		$50K Buy
464
+4
+0.9% +$419 0.04% 122
2016
Q3 		$49K Buy
460
+3
+0.7% +$332 0.04% 114
2016
Q2 		$52K Buy
457
+4
+0.9% +$430 0.05% 105
2016
Q1 		$49K Buy
+453
New +$45.3K 0.04% 103

Other funds holding VPU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Jackson Grant Investment Advisers's VPU Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its Vanguard Utilities ETF (VPU) stake by 50% in Q2 2026, selling an estimated $40.2K and leaving 208 shares worth $40.7K. The position accounts for 0.01% of the portfolio, ranked #210.

Jackson Grant Investment Advisers first reported a position in VPU in Q1 2016 and has held it in 41 quarters since. The position peaked at $88K in Q1 2022. 323 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Jackson Grant Investment Advisers held 208 shares of Vanguard Utilities ETF worth $40.7K as of Q2 2026.
  • Jackson Grant Investment Advisers sold 205 Vanguard Utilities ETF shares in Q2 2026, an estimated $40.2K.
  • Vanguard Utilities ETF made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #210 holding.
  • Jackson Grant Investment Advisers first reported a position in Vanguard Utilities ETF in Q1 2016 and has held it in 41 quarters since.
  • Jackson Grant Investment Advisers's Vanguard Utilities ETF position peaked at $88K in Q1 2022.
  • 323 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.