PWIA
VPU

Porter White Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Porter White Investment 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
Q2 		$5.54M Sell
28,323
-278
-1% -$54.5K 2.13% 9
2026
Q1 		$5.67M Sell
28,601
-168
-0.6% -$32.6K 2.27% 7
2025
Q4 		$5.32M Buy
28,769
+128
+0.4% +$24.6K 2.18% 9
2025
Q3 		$5.42M Sell
28,641
-152
-0.5% -$27.8K 2.33% 8
2025
Q2 		$5.08M Buy
28,793
+35
+0.1% +$6.04K 2.37% 8
2025
Q1 		$4.91M Buy
28,758
+188
+0.7% +$31.8K 2.43% 7
2024
Q4 		$4.67M Sell
28,570
-488
-2% -$83.5K 2.37% 7
2024
Q3 		$5.06M Sell
29,058
-367
-1% -$59K 2.53% 6
2024
Q2 		$4.35M Sell
29,425
-317
-1% -$47.2K 2.33% 8
2024
Q1 		$4.24M Buy
29,742
+2,790
+10% +$377K 2.25% 8
2023
Q4 		$3.69M Buy
26,952
+7,514
+39% +$992K 2.3% 8
2023
Q3 		$2.48M Buy
19,438
+557
+3% +$77.9K 1.89% 9
2023
Q2 		$2.68M Buy
18,881
+843
+5% +$123K 2.12% 7
2023
Q1 		$2.66M Buy
18,038
+591
+3% +$87.5K 2.28% 7
2022
Q4 		$2.68M Buy
+17,447
New +$2.59M 2.37% 6

Other funds holding VPU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Porter White Investment Advisors's VPU Position: Q2 2026 in Review

Porter White Investment Advisors reduced its Vanguard Utilities ETF (VPU) stake by 0.97% in Q2 2026, selling an estimated $54.5K and leaving 28,323 shares worth $5.54M. The position accounts for 2.13% of the portfolio, ranked #9.

Porter White Investment Advisors first reported a position in VPU in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.67M in Q1 2026. 414 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Porter White Investment Advisors held 28,323 shares of Vanguard Utilities ETF worth $5.54M as of Q2 2026.
  • Porter White Investment Advisors sold 278 Vanguard Utilities ETF shares in Q2 2026, an estimated $54.5K.
  • Vanguard Utilities ETF made up 2.13% of Porter White Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Porter White Investment Advisors first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 15 quarters since.
  • Porter White Investment Advisors's Vanguard Utilities ETF position peaked at $5.67M in Q1 2026.
  • 414 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.