RBA Wealth Management
VPU icon

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

RBA 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
Q3 		– Sell
-1,394
Closed -$273K – 122
2026
Q2 		$273K Sell
1,394
-51
-4% -$10K 0.1% 74
2026
Q1 		$286K Buy
1,445
+45
+3% +$8.74K 0.1% 83
2025
Q4 		$259K Buy
1,400
+31
+2% +$5.95K 0.09% 85
2025
Q3 		$259K Sell
1,369
-74
-5% -$13.6K 0.09% 84
2025
Q2 		$255K Buy
1,443
+64
+5% +$11K 0.09% 87
2025
Q1 		$236K Sell
1,379
-39
-3% -$6.59K 0.09% 88
2024
Q4 		$232K Buy
1,418
+164
+13% +$28.1K 0.09% 88
2024
Q3 		$218K Buy
+1,254
New +$202K 0.08% 86
2024
Q2 		– Sell
-1,431
Closed -$204K – 94
2024
Q1 		$204K Buy
+1,431
New +$193K 0.08% 89
2023
Q1 		– Sell
-1,313
Closed -$201K – 98
2022
Q4 		$201K Buy
+1,313
New +$195K 0.11% 87
2022
Q2 		– Sell
-1,261
Closed -$204K – 106
2022
Q1 		$204K Sell
1,261
-16
-1% -$2.42K 0.1% 102
2021
Q4 		$200K Buy
+1,277
New +$188K 0.09% 108

Other funds holding VPU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Nelson Capital Management
Nelson Capital Management Menlo Park, California $974M AUM 19.95% 1-Year Est. Return

RBA Wealth Management's VPU Position: Q3 2026 in Review

RBA Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q3 2026, closing a stake of 1,394 shares — an estimated $273K sold.

RBA Wealth Management first reported a position in VPU in Q4 2021 and held it in 12 quarters. The position peaked at $286K in Q1 2026. 457 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • RBA Wealth Management reported no remaining Vanguard Utilities ETF position as of Q3 2026 after selling out during the quarter.
  • RBA Wealth Management sold 1,394 Vanguard Utilities ETF shares in Q3 2026, an estimated $273K.
  • RBA Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2021 and held it in 12 quarters.
  • RBA Wealth Management's Vanguard Utilities ETF position peaked at $286K in Q1 2026.
  • 457 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on RBA Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.