NWMP
VPU

Noble Wealth Management PBC’s Vanguard Utilities ETF VPU Stock Holding History

Noble Wealth Management PBC’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 		– Sell
-11
Closed -$2.15K – 874
2026
Q2 		$2.15K Hold
11
– – ﹤0.01% 581
2026
Q1 		$2.18K Hold
11
– – ﹤0.01% 551
2025
Q4 		$2.04K Hold
11
– – ﹤0.01% 564
2025
Q3 		$2.08K Buy
+11
New +$2.02K ﹤0.01% 512
2025
Q1 		$1.88K Hold
11
– – ﹤0.01% 480
2024
Q4 		$1.8K Buy
+11
New +$1.88K ﹤0.01% 437

Other funds holding VPU

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Noble Wealth Management PBC's VPU Position: Q3 2026 in Review

Noble Wealth Management PBC sold out of Vanguard Utilities ETF (VPU) in Q3 2026, closing a stake of 11 shares — an estimated $2.15K sold.

Noble Wealth Management PBC first reported a position in VPU in Q4 2024 and held it in 6 quarters. The position peaked at $2.18K in Q1 2026. 31 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • Noble Wealth Management PBC reported no remaining Vanguard Utilities ETF position as of Q3 2026 after selling out during the quarter.
  • Noble Wealth Management PBC sold 11 Vanguard Utilities ETF shares in Q3 2026, an estimated $2.15K.
  • Noble Wealth Management PBC first reported a position in Vanguard Utilities ETF in Q4 2024 and held it in 6 quarters.
  • Noble Wealth Management PBC's Vanguard Utilities ETF position peaked at $2.18K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.