Powers Advisory Group
VPU icon

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

Powers 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 		$224K Buy
1,308
+8
+0.6% +$1.5K 0.07% 124
2026
Q2 		$254K Buy
1,300
+8
+0.6% +$1.57K 0.08% 122
2026
Q1 		$256K Buy
1,292
+7
+0.5% +$1.36K 0.09% 114
2025
Q4 		$238K Buy
1,285
+9
+0.7% +$1.73K 0.09% 116
2025
Q3 		$242K Buy
1,276
+7
+0.6% +$1.28K 0.1% 113
2025
Q2 		$224K Buy
1,269
+8
+0.6% +$1.38K 0.1% 111
2025
Q1 		$215K Buy
1,261
+9
+0.7% +$1.52K 0.1% 106
2024
Q4 		$205K Buy
1,252
+18
+1% +$3.08K 0.1% 101
2024
Q3 		$215K Buy
+1,234
New +$198K 0.11% 97

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
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
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
MRA Advisory Group
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

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

Powers Advisory Group increased its Vanguard Utilities ETF (VPU) stake by 0.62% in Q3 2026, buying an estimated $1.5K and bringing the position to 1,308 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #124.

Powers Advisory Group first reported a position in VPU in Q3 2024 and has held it in 9 quarters since. The position peaked at $256K in Q1 2026. 161 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • Powers Advisory Group held 1,308 shares of Vanguard Utilities ETF worth $224K as of Q3 2026.
  • Powers Advisory Group bought 8 Vanguard Utilities ETF shares in Q3 2026, an estimated $1.5K.
  • Vanguard Utilities ETF made up 0.07% of Powers Advisory Group's portfolio in Q3 2026, its #124 holding.
  • Powers Advisory Group first reported a position in Vanguard Utilities ETF in Q3 2024 and has held it in 9 quarters since.
  • Powers Advisory Group's Vanguard Utilities ETF position peaked at $256K in Q1 2026.
  • 161 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.