True Wealth Design’s Vanguard Utilities ETF VPU Stock Holding History

True Wealth Design’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	$59.5K	Hold	348	–	–	0.01%	445
2026 Q2	$68.1K	Hold	348	–	–	0.02%	375
2026 Q1	$69K	Hold	348	–	–	0.02%	309
2025 Q4	$64.4K	Hold	348	–	–	0.02%	269
2025 Q3	$65.9K	Hold	348	–	–	0.02%	259
2025 Q2	$61.4K	Hold	348	–	–	0.02%	176
2025 Q1	$59.4K	Hold	348	–	–	0.02%	161
2024 Q4	$56.9K	Hold	348	–	–	0.02%	143
2024 Q3	$60.6K	Hold	348	–	–	0.02%	108
2024 Q2	$51.5K	Hold	348	–	–	0.01%	162
2024 Q1	$49.6K	Hold	348	–	–	0.01%	164
2023 Q4	$47.7K	Hold	348	–	–	0.01%	154
2023 Q3	$44.4K	Hold	348	–	–	0.01%	153
2023 Q2	$49.5K	Hold	348	–	–	0.02%	154
2023 Q1	$51.3K	Hold	348	–	–	0.02%	157
2022 Q4	$53.4K	Buy	+348	New	+$51.6K	0.02%	144

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

True Wealth Design's VPU Position: Q3 2026 in Review

True Wealth Design held its Vanguard Utilities ETF (VPU) position steady in Q3 2026 at 348 shares worth $59.5K. The position accounts for 0.01% of the portfolio, ranked #445.

True Wealth Design first reported a position in VPU in Q4 2022 and has held it in 16 quarters since. The position peaked at $69K in Q1 2026. 93 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

True Wealth Design held 348 shares of Vanguard Utilities ETF worth $59.5K as of Q3 2026.
True Wealth Design left its Vanguard Utilities ETF share count unchanged in Q3 2026.
Vanguard Utilities ETF made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #445 holding.
True Wealth Design first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's Vanguard Utilities ETF position peaked at $69K in Q1 2026.
93 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.