SFG
VPU

Sage Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

Sage Financial 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
Q2 		$217K Hold
1,110
– – 0.01% 106
2026
Q1 		$220K Hold
1,110
– – 0.01% 105
2025
Q4 		$205K Buy
+1,110
New +$213K 0.01% 105
2025
Q3 		– Sell
-1,161
Closed -$205K – 102
2025
Q2 		$205K Buy
+1,161
New +$200K 0.02% 100

Other funds holding VPU

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Sage Financial Group's VPU Position: Q2 2026 in Review

Sage Financial Group held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,110 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #106.

Sage Financial Group first reported a position in VPU in Q2 2025 and has held it in 4 quarters since. The position peaked at $220K in Q1 2026. 146 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Sage Financial Group held 1,110 shares of Vanguard Utilities ETF worth $217K as of Q2 2026.
  • Sage Financial Group left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up 0.01% of Sage Financial Group's portfolio in Q2 2026, its #106 holding.
  • Sage Financial Group first reported a position in Vanguard Utilities ETF in Q2 2025 and has held it in 4 quarters since.
  • Sage Financial Group's Vanguard Utilities ETF position peaked at $220K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.