Summit Financial Strategies’s Vanguard Utilities ETF VPU Stock Holding History

Summit Financial Strategies’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	$216K	Sell	1,262 -13	-1%	-$2.44K	0.02%	148
2026 Q2	$250K	Hold	1,275	–	–	0.02%	140
2026 Q1	$253K	Buy	1,275 +21	+2%	+$4.08K	0.02%	136
2025 Q4	$232K	Hold	1,254	–	–	0.02%	144
2025 Q3	$238K	Hold	1,254	–	–	0.02%	132
2025 Q2	$221K	Hold	1,254	–	–	0.02%	135
2025 Q1	$214K	Hold	1,254	–	–	0.02%	136
2024 Q4	$205K	Hold	1,254	–	–	0.02%	136
2024 Q3	$218K	Sell	1,254 -399	-24%	-$64.1K	0.02%	136
2024 Q2	$245K	Hold	1,653	–	–	0.03%	121
2024 Q1	$236K	Hold	1,653	–	–	0.03%	127
2023 Q4	$227K	Hold	1,653	–	–	0.03%	128
2023 Q3	$211K	Hold	1,653	–	–	0.04%	118
2023 Q2	$235K	Hold	1,653	–	–	0.04%	107
2023 Q1	$244K	Hold	1,653	–	–	0.05%	106
2022 Q4	$254K	Hold	1,653	–	–	0.05%	98
2022 Q3	$235K	Buy	1,653 +50	+3%	+$7.97K	0.06%	106
2022 Q2	$244K	Hold	1,603	–	–	0.06%	99
2022 Q1	$259K	Sell	1,603 -133	-8%	-$20.1K	0.05%	94
2021 Q4	$272K	Sell	1,736 -400	-19%	-$59K	0.05%	96
2021 Q3	$297K	Hold	2,136	–	–	0.06%	92
2021 Q2	$296K	Buy	+2,136	New	+$306K	0.06%	92
2021 Q1	–	Sell	-1,607	Closed	-$221K	–	80
2020 Q4	$221K	Hold	1,607	–	–	0.08%	76
2020 Q3	$207K	Buy	+1,607	New	+$208K	0.08%	72
2019 Q4	–	Sell	-1,607	Closed	-$231K	–	63
2019 Q3	$231K	Hold	1,607	–	–	0.11%	54
2019 Q2	$214K	Hold	1,607	–	–	0.1%	54
2019 Q1	$208K	Buy	+1,607	New	+$199K	0.11%	54

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

AIA

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWIA

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

Summit Financial Strategies's VPU Position: Q3 2026 in Review

Summit Financial Strategies reduced its Vanguard Utilities ETF (VPU) stake by 1% in Q3 2026, selling an estimated $2.44K and leaving 1,262 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #148.

Summit Financial Strategies first reported a position in VPU in Q1 2019 and has held it in 27 quarters since. The position peaked at $297K in Q3 2021. 93 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

Summit Financial Strategies held 1,262 shares of Vanguard Utilities ETF worth $216K as of Q3 2026.
Summit Financial Strategies sold 13 Vanguard Utilities ETF shares in Q3 2026, an estimated $2.44K.
Vanguard Utilities ETF made up 0.02% of Summit Financial Strategies's portfolio in Q3 2026, its #148 holding.
Summit Financial Strategies first reported a position in Vanguard Utilities ETF in Q1 2019 and has held it in 27 quarters since.
Summit Financial Strategies's Vanguard Utilities ETF position peaked at $297K in Q3 2021.
93 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.