MYeCFO’s Vanguard Utilities ETF VPU Stock Holding History

MYeCFO’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	$307K	Hold	1,796	–	–	0.12%	64
2026 Q2	$352K	Buy	1,796 +30	+2%	+$5.88K	0.13%	60
2026 Q1	$350K	Hold	1,766	–	–	0.15%	58
2025 Q4	$327K	Sell	1,766 -200	-10%	-$38.4K	0.14%	55
2025 Q3	$372K	Sell	1,966 -296	-13%	-$54.2K	0.17%	51
2025 Q2	$399K	Sell	2,262 -70	-3%	-$12.1K	0.2%	49
2025 Q1	$398K	Sell	2,332 -140	-6%	-$23.6K	0.21%	46
2024 Q4	$404K	Buy	2,472 +260	+12%	+$44.5K	0.22%	46
2024 Q3	$385K	Buy	2,212 +820	+59%	+$132K	0.21%	46
2024 Q2	$206K	Buy	+1,392	New	+$207K	0.12%	55

Other funds holding VPU

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 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

MYeCFO's VPU Position: Q3 2026 in Review

MYeCFO held its Vanguard Utilities ETF (VPU) position steady in Q3 2026 at 1,796 shares worth $307K. The position accounts for 0.12% of the portfolio, ranked #64.

MYeCFO first reported a position in VPU in Q2 2024 and has held it in 10 quarters since. The position peaked at $404K in Q4 2024. 299 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

MYeCFO held 1,796 shares of Vanguard Utilities ETF worth $307K as of Q3 2026.
MYeCFO left its Vanguard Utilities ETF share count unchanged in Q3 2026.
Vanguard Utilities ETF made up 0.12% of MYeCFO's portfolio in Q3 2026, its #64 holding.
MYeCFO first reported a position in Vanguard Utilities ETF in Q2 2024 and has held it in 10 quarters since.
MYeCFO's Vanguard Utilities ETF position peaked at $404K in Q4 2024.
299 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.