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McClarren Financial Advisors’s Vanguard Utilities ETF VPU Stock Holding History

McClarren Financial 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 		$492K Sell
2,879
-17
-0.6% -$3.19K 0.25% 53
2026
Q2 		$567K Sell
2,896
-31
-1% -$6.08K 0.29% 48
2026
Q1 		$580K Buy
2,927
+1,017
+53% +$198K 0.34% 48
2025
Q4 		$346K Buy
1,910
+466
+32% +$89.5K 0.21% 59
2025
Q3 		$351K Sell
1,444
-441
-23% -$80.8K 0.21% 57
2025
Q2 		$333K Buy
1,885
+374
+25% +$64.5K 0.22% 57
2025
Q1 		$313K Sell
1,511
-311
-17% -$52.5K 0.21% 57
2024
Q4 		$297K Buy
1,822
+419
+30% +$71.7K 0.83% 20
2024
Q3 		$699K Buy
1,403
+220
+19% +$35.4K 0.09% 47
2024
Q2 		$273K Sell
1,183
-1,496
-56% -$223K 0.19% 60
2024
Q1 		$382K Sell
2,679
-311
-10% -$42K 0.27% 53
2023
Q4 		$410K Sell
2,990
-284
-9% -$37.5K 0.31% 48
2023
Q3 		$415K Buy
3,274
+23
+0.7% +$3.22K 0.36% 44
2023
Q2 		$462K Sell
3,251
-606
-16% -$88.8K 0.38% 45
2023
Q1 		$565K Sell
3,857
-2
-0.1% -$296 0.51% 34
2022
Q4 		$591K Sell
3,859
-94
-2% -$13.9K 0.56% 28
2022
Q3 		$562K Buy
+3,953
New +$630K 0.56% 28
2022
Q2 		– Sell
-696
Closed -$112K – 278
2022
Q1 		$112K Buy
696
+3
+0.4% +$454 0.08% 82
2021
Q4 		$109K Buy
693
+11
+2% +$1.62K 0.07% 95
2021
Q3 		$94K Buy
+682
New +$99.6K 0.07% 82

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
AIA
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
DK
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
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

McClarren Financial Advisors's VPU Position: Q3 2026 in Review

McClarren Financial Advisors reduced its Vanguard Utilities ETF (VPU) stake by 0.59% in Q3 2026, selling an estimated $3.19K and leaving 2,879 shares worth $492K. The position accounts for 0.25% of the portfolio, ranked #53.

McClarren Financial Advisors first reported a position in VPU in Q3 2021 and has held it in 20 quarters since. The position peaked at $699K in Q3 2024. 93 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • McClarren Financial Advisors held 2,879 shares of Vanguard Utilities ETF worth $492K as of Q3 2026.
  • McClarren Financial Advisors sold 17 Vanguard Utilities ETF shares in Q3 2026, an estimated $3.19K.
  • Vanguard Utilities ETF made up 0.25% of McClarren Financial Advisors's portfolio in Q3 2026, its #53 holding.
  • McClarren Financial Advisors first reported a position in Vanguard Utilities ETF in Q3 2021 and has held it in 20 quarters since.
  • McClarren Financial Advisors's Vanguard Utilities ETF position peaked at $699K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

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