MRA Advisory Group’s Vanguard Utilities ETF VPU Stock Holding History

MRA Advisory Group’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	$4.32M	Buy	25,244 +1,076	+4%	+$202K	1.62%	23
2026 Q2	$4.73M	Sell	24,168 -144	-0.6%	-$28.2K	1.71%	18
2026 Q1	$4.82M	Buy	24,312 +2,308	+10%	+$448K	1.96%	17
2025 Q4	$4.07M	Buy	22,004 +261	+1%	+$50.1K	1.71%	19
2025 Q3	$4.12M	Buy	21,743 +995	+5%	+$182K	1.8%	16
2025 Q2	$3.66M	Sell	20,748 -227	-1%	-$39.2K	1.72%	16
2025 Q1	$3.58M	Buy	20,975 +1,770	+9%	+$299K	1.91%	13
2024 Q4	$3.14M	Buy	+19,205	New	+$3.29M	1.66%	17

Other funds holding VPU

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

MRA Advisory Group's VPU Position: Q3 2026 in Review

MRA Advisory Group increased its Vanguard Utilities ETF (VPU) stake by 4.5% in Q3 2026, buying an estimated $202K and bringing the position to 25,244 shares worth $4.32M. The position accounts for 1.62% of the portfolio, ranked #23.

MRA Advisory Group first reported a position in VPU in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.82M in Q1 2026. 199 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

MRA Advisory Group held 25,244 shares of Vanguard Utilities ETF worth $4.32M as of Q3 2026.
MRA Advisory Group bought 1,076 Vanguard Utilities ETF shares in Q3 2026, an estimated $202K.
Vanguard Utilities ETF made up 1.62% of MRA Advisory Group's portfolio in Q3 2026, its #23 holding.
MRA Advisory Group first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 8 quarters since.
MRA Advisory Group's Vanguard Utilities ETF position peaked at $4.82M in Q1 2026.
199 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.