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

Paladin 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	$67.5K	Hold	395	–	–	0.05%	140
2026 Q2	$77.3K	Hold	395	–	–	0.05%	136
2026 Q1	$78.3K	Hold	395	–	–	0.06%	134
2025 Q4	$73.1K	Sell	395 -210	-35%	-$40.3K	0.05%	132
2025 Q3	$115K	Buy	605 +325	+116%	+$59.5K	0.09%	105
2025 Q2	$49.4K	Hold	280	–	–	0.04%	145
2025 Q1	$47.8K	Sell	280 -100	-26%	-$16.9K	0.04%	149
2024 Q4	$62.1K	Hold	380	–	–	0.05%	137
2024 Q3	$66.1K	Hold	380	–	–	0.05%	137
2024 Q2	$55.7K	Hold	380	–	–	0.04%	142
2024 Q1	$53.9K	Hold	380	–	–	0.04%	141
2023 Q4	$52.1K	Hold	380	–	–	0.04%	140
2023 Q3	$48.5K	Sell	380 -11	-3%	-$1.54K	0.04%	151
2023 Q2	$55.6K	Hold	391	–	–	0.04%	147
2023 Q1	$57.7K	Buy	+391	New	+$57.9K	0.05%	146
2022 Q2	–	Sell	-408	Closed	-$64.2K	–	522
2022 Q1	$66K	Buy	+408	New	+$61.7K	0.05%	151

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

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

Paladin Advisory Group held its Vanguard Utilities ETF (VPU) position steady in Q3 2026 at 395 shares worth $67.5K. The position accounts for 0.05% of the portfolio, ranked #140.

Paladin Advisory Group first reported a position in VPU in Q1 2022 and has held it in 16 quarters since. The position peaked at $115K in Q3 2025. 457 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

Paladin Advisory Group held 395 shares of Vanguard Utilities ETF worth $67.5K as of Q3 2026.
Paladin Advisory Group left its Vanguard Utilities ETF share count unchanged in Q3 2026.
Vanguard Utilities ETF made up 0.05% of Paladin Advisory Group's portfolio in Q3 2026, its #140 holding.
Paladin Advisory Group first reported a position in Vanguard Utilities ETF in Q1 2022 and has held it in 16 quarters since.
Paladin Advisory Group's Vanguard Utilities ETF position peaked at $115K in Q3 2025.
457 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.