Silver Oak Advisory Group
VPU icon

Silver Oak Advisory Group’s Vanguard Utilities ETF VPU Stock Holding History

Silver Oak 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 		$227K Hold
1,325
– – 0.09% 79
2026
Q2 		$259K Hold
1,325
– – 0.1% 69
2026
Q1 		$262K Buy
+1,325
New +$257K 0.11% 64

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Beacon Capital Management Inc (Ohio)
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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

Silver Oak Advisory Group's VPU Position: Q3 2026 in Review

Silver Oak Advisory Group held its Vanguard Utilities ETF (VPU) position steady in Q3 2026 at 1,325 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #79.

Silver Oak Advisory Group first reported a position in VPU in Q1 2026 and has held it in 3 quarters since. The position peaked at $262K in Q1 2026. 457 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • Silver Oak Advisory Group held 1,325 shares of Vanguard Utilities ETF worth $227K as of Q3 2026.
  • Silver Oak Advisory Group left its Vanguard Utilities ETF share count unchanged in Q3 2026.
  • Vanguard Utilities ETF made up 0.09% of Silver Oak Advisory Group's portfolio in Q3 2026, its #79 holding.
  • Silver Oak Advisory Group first reported a position in Vanguard Utilities ETF in Q1 2026 and has held it in 3 quarters since.
  • Silver Oak Advisory Group's Vanguard Utilities ETF position peaked at $262K in Q1 2026.
  • 457 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Silver Oak Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.