JF
VPU

Joule Financial’s Vanguard Utilities ETF VPU Stock Holding History

Joule Financial’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 		$1.41M Sell
7,180
-65
-0.9% -$12.7K 0.38% 34
2026
Q1 		$1.44M Buy
7,245
+2
+0% +$389 0.42% 31
2025
Q4 		$1.34M Buy
7,243
+87
+1% +$16.7K 0.4% 31
2025
Q3 		$1.36M Sell
7,156
-80
-1% -$14.7K 0.41% 31
2025
Q2 		$1.28M Sell
7,236
-6,805
-48% -$1.17M 0.41% 30
2025
Q1 		$2.4M Buy
14,041
+1,291
+10% +$218K 0.84% 20
2024
Q4 		$2.08M Buy
12,750
+899
+8% +$154K 0.74% 23
2024
Q3 		$2.08M Buy
11,851
+6,567
+124% +$1.06M 0.76% 20
2024
Q2 		$788K Buy
5,284
+23
+0.4% +$3.43K 0.32% 40
2024
Q1 		$750K Buy
5,261
+118
+2% +$15.9K 0.31% 40
2023
Q4 		$705K Sell
5,143
-1,302
-20% -$172K 0.33% 40
2023
Q3 		$830K Buy
6,445
+360
+6% +$50.4K 0.42% 33
2023
Q2 		$872K Buy
+6,085
New +$891K 0.45% 31
2023
Q1 		– Sell
-3,701
Closed -$568K – 113
2022
Q4 		$568K Sell
3,701
-234
-6% -$34.7K 0.38% 39
2022
Q3 		$560K Buy
3,935
+86
+2% +$13.7K 0.42% 42
2022
Q2 		$586K Buy
+3,849
New +$606K 0.46% 38

Other funds holding VPU

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
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
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 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
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Joule Financial's VPU Position: Q2 2026 in Review

Joule Financial reduced its Vanguard Utilities ETF (VPU) stake by 0.9% in Q2 2026, selling an estimated $12.7K and leaving 7,180 shares worth $1.41M. The position accounts for 0.38% of the portfolio, ranked #34.

Joule Financial first reported a position in VPU in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.4M in Q1 2025. 212 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Joule Financial held 7,180 shares of Vanguard Utilities ETF worth $1.41M as of Q2 2026.
  • Joule Financial sold 65 Vanguard Utilities ETF shares in Q2 2026, an estimated $12.7K.
  • Vanguard Utilities ETF made up 0.38% of Joule Financial's portfolio in Q2 2026, its #34 holding.
  • Joule Financial first reported a position in Vanguard Utilities ETF in Q2 2022 and has held it in 16 quarters since.
  • Joule Financial's Vanguard Utilities ETF position peaked at $2.4M in Q1 2025.
  • 212 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.