PFG Advisors
VPU icon

PFG Advisors’s Vanguard Utilities ETF VPU Stock Holding History

PFG 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 		$883K Sell
5,163
-349
-6% -$65.6K 0.04% 393
2026
Q2 		$1.08M Sell
5,512
-72
-1% -$14.1K 0.05% 362
2026
Q1 		$1.11M Buy
5,584
+374
+7% +$72.7K 0.05% 357
2025
Q4 		$964K Sell
5,210
-1,619
-24% -$311K 0.05% 391
2025
Q3 		$1.29M Buy
6,829
+1,139
+20% +$209K 0.05% 342
2025
Q2 		$1M Buy
5,690
+560
+11% +$96.6K 0.05% 305
2025
Q1 		$876K Buy
5,130
+178
+4% +$30.1K 0.05% 356
2024
Q4 		$809K Sell
4,952
-266
-5% -$45.5K 0.05% 358
2024
Q3 		$908K Buy
5,218
+350
+7% +$56.3K 0.06% 323
2024
Q2 		$720K Sell
4,868
-403
-8% -$60K 0.05% 349
2024
Q1 		$752K Sell
5,271
-428
-8% -$57.8K 0.05% 324
2023
Q4 		$781K Sell
5,699
-685
-11% -$90.4K 0.06% 309
2023
Q3 		$814K Sell
6,384
-1,869
-23% -$261K 0.07% 280
2023
Q2 		$1.17M Sell
8,253
-82
-1% -$12K 0.09% 255
2023
Q1 		$1.23M Buy
8,335
+321
+4% +$47.5K 0.1% 238
2022
Q4 		$1.23M Buy
8,014
+1,068
+15% +$158K 0.12% 218
2022
Q3 		$988K Buy
6,946
+804
+13% +$128K 0.11% 226
2022
Q2 		$936K Buy
6,142
+302
+5% +$47.5K 0.11% 181
2022
Q1 		$945K Sell
5,840
-301
-5% -$45.5K 0.09% 199
2021
Q4 		$961K Sell
6,141
-259
-4% -$38.2K 0.09% 257
2021
Q3 		$890K Sell
6,400
-2,492
-28% -$364K 0.1% 259
2021
Q2 		$1.23M Sell
8,892
-2,257
-20% -$323K 0.14% 193
2021
Q1 		$1.57M Sell
11,149
-8,122
-42% -$1.11M 0.2% 154
2020
Q4 		$2.64M Buy
19,271
+3,851
+25% +$531K 0.45% 59
2020
Q3 		$2.09M Sell
15,420
-2
-0% -$259 0.4% 66
2020
Q2 		$1.95M Buy
15,422
+1,874
+14% +$237K 0.44% 65
2020
Q1 		$1.73M Buy
13,548
+2,220
+20% +$312K 0.46% 67
2019
Q4 		$1.6M Buy
11,328
+220
+2% +$30.9K 0.39% 80
2019
Q3 		$1.58M Sell
11,108
-615
-5% -$84.4K 0.44% 60
2019
Q2 		$1.56M Sell
11,723
-455
-4% -$59.5K 0.43% 66
2019
Q1 		$1.59M Sell
12,178
-1,045
-8% -$130K 0.48% 54
2018
Q4 		$1.64M Buy
+13,223
New +$1.6M 0.51% 52

Other funds holding VPU

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Allied Investment Advisors
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
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Econ Financial Services
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
Apollon Financial
Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return
Porter White Investment Advisors
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
David Kennon
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PFG Advisors's VPU Position: Q3 2026 in Review

PFG Advisors reduced its Vanguard Utilities ETF (VPU) stake by 6.3% in Q3 2026, selling an estimated $65.6K and leaving 5,163 shares worth $883K. The position accounts for 0.04% of the portfolio, ranked #393.

PFG Advisors first reported a position in VPU in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.64M in Q4 2020. 256 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • PFG Advisors held 5,163 shares of Vanguard Utilities ETF worth $883K as of Q3 2026.
  • PFG Advisors sold 349 Vanguard Utilities ETF shares in Q3 2026, an estimated $65.6K.
  • Vanguard Utilities ETF made up 0.04% of PFG Advisors's portfolio in Q3 2026, its #393 holding.
  • PFG Advisors first reported a position in Vanguard Utilities ETF in Q4 2018 and has held it in 32 quarters since.
  • PFG Advisors's Vanguard Utilities ETF position peaked at $2.64M in Q4 2020.
  • 256 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.