PAG
VPU

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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Powers Advisory Group's VPU Position: Q1 2026 in Review

Powers Advisory Group increased its Vanguard Utilities ETF (VPU) stake by 0.54% in Q1 2026, buying an estimated $1.36K and bringing the position to 1,292 shares worth $256K. The position accounts for 0.09% of the portfolio, ranked #114.

Powers Advisory Group first reported a position in VPU in Q3 2024 and has held it in 7 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Powers Advisory Group held 1,292 shares of Vanguard Utilities ETF worth $256K as of Q1 2026.
  • Powers Advisory Group bought 7 Vanguard Utilities ETF shares in Q1 2026, an estimated $1.36K.
  • Vanguard Utilities ETF made up 0.09% of Powers Advisory Group's portfolio in Q1 2026, its #114 holding.
  • Powers Advisory Group first reported a position in Vanguard Utilities ETF in Q3 2024 and has held it in 7 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.