Quaker Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Quaker Wealth Management’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	–	Sell	-1,000	Closed	-$198K	–	1037
2026 Q1	$198K	Buy	+1,000	New	+$194K	0.06%	68
2023 Q3	–	Sell	-37,618	Closed	-$5.35M	–	56
2023 Q2	$5.35M	Buy	37,618 +609	+2%	+$89.2K	2.42%	14
2023 Q1	$5.46M	Buy	37,009 +1,281	+4%	+$190K	2.55%	13
2022 Q4	$5.48M	Buy	35,728 +297	+0.8%	+$44K	2.78%	13
2022 Q3	$5.04M	Sell	35,431 -2,266	-6%	-$361K	2.64%	14
2022 Q2	$5.74M	Buy	+37,697	New	+$5.93M	2.9%	11

Other funds holding VPU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 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

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Quaker Wealth Management's VPU Position: Q2 2026 in Review

Quaker Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q2 2026, closing a stake of 1,000 shares — an estimated $198K sold.

Quaker Wealth Management first reported a position in VPU in Q2 2022 and held it in 6 quarters. The position peaked at $5.74M in Q2 2022. 329 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Quaker Wealth Management reported no remaining Vanguard Utilities ETF position as of Q2 2026 after selling out during the quarter.
Quaker Wealth Management sold 1,000 Vanguard Utilities ETF shares in Q2 2026, an estimated $198K.
Quaker Wealth Management first reported a position in Vanguard Utilities ETF in Q2 2022 and held it in 6 quarters.
Quaker Wealth Management's Vanguard Utilities ETF position peaked at $5.74M in Q2 2022.
329 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.