MONECO Advisors’s Vanguard Utilities ETF VPU Stock Holding History

MONECO 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	$283K	Hold	1,654	–	–	0.02%	500
2026 Q2	$324K	Buy	1,654 +112	+7%	+$22K	0.02%	455
2026 Q1	$305K	Sell	1,542 -8	-0.5%	-$1.55K	0.02%	399
2025 Q4	$287K	Sell	1,550 -75	-5%	-$14.4K	0.02%	408
2025 Q3	$308K	Buy	1,625 +6	+0.4%	+$1.1K	0.03%	394
2025 Q2	$286K	Sell	1,619 -38	-2%	-$6.56K	0.03%	388
2025 Q1	$283K	Sell	1,657 -122	-7%	-$20.6K	0.03%	372
2024 Q4	$291K	Sell	1,779 -183	-9%	-$31.3K	0.03%	375
2024 Q3	$341K	Sell	1,962 -92	-4%	-$14.8K	0.04%	322
2024 Q2	$304K	Sell	2,054 -203	-9%	-$30.2K	0.04%	316
2024 Q1	$322K	Buy	2,257 +501	+29%	+$67.7K	0.05%	307
2023 Q4	$241K	Buy	+1,756	New	+$232K	0.05%	328

Other funds holding VPU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Nelson Capital Management Menlo Park, California $974M AUM 19.95% 1-Year Est. Return

MONECO Advisors's VPU Position: Q3 2026 in Review

MONECO Advisors held its Vanguard Utilities ETF (VPU) position steady in Q3 2026 at 1,654 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #500.

MONECO Advisors first reported a position in VPU in Q4 2023 and has held it in 12 quarters since. The position peaked at $341K in Q3 2024. 455 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

MONECO Advisors held 1,654 shares of Vanguard Utilities ETF worth $283K as of Q3 2026.
MONECO Advisors left its Vanguard Utilities ETF share count unchanged in Q3 2026.
Vanguard Utilities ETF made up 0.02% of MONECO Advisors's portfolio in Q3 2026, its #500 holding.
MONECO Advisors first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 12 quarters since.
MONECO Advisors's Vanguard Utilities ETF position peaked at $341K in Q3 2024.
455 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.