Valeo Financial Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Valeo Financial Advisors’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	$730K	Sell	4,270 -298	-7%	-$56K	0.02%	366
2026 Q2	$894K	Buy	4,568 +1	+0%	+$196	0.02%	323
2026 Q1	$905K	Buy	4,567 +120	+3%	+$23.3K	0.02%	288
2025 Q4	$823K	Buy	4,447 +10	+0.2%	+$1.92K	0.02%	346
2025 Q3	$840K	Hold	4,437	–	–	0.02%	342
2025 Q2	$783K	Buy	+4,437	New	+$765K	0.02%	351
2020 Q2	–	Sell	-95	Closed	-$13K	–	2168
2020 Q1	$13K	Buy	+95	New	+$13.4K	﹤0.01%	1014
2019 Q1	–	Sell	-64	Closed	-$8K	–	1639
2018 Q4	$8K	Buy	+64	New	+$7.75K	﹤0.01%	958

Other funds holding VPU

FFA

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

MAG

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Valeo Financial Advisors's VPU Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Vanguard Utilities ETF (VPU) stake by 6.5% in Q3 2026, selling an estimated $56K and leaving 4,270 shares worth $730K. The position accounts for 0.02% of the portfolio, ranked #366.

Valeo Financial Advisors first reported a position in VPU in Q4 2018 and has held it in 8 quarters since. The position peaked at $905K in Q1 2026. 31 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

Valeo Financial Advisors held 4,270 shares of Vanguard Utilities ETF worth $730K as of Q3 2026.
Valeo Financial Advisors sold 298 Vanguard Utilities ETF shares in Q3 2026, an estimated $56K.
Vanguard Utilities ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #366 holding.
Valeo Financial Advisors first reported a position in Vanguard Utilities ETF in Q4 2018 and has held it in 8 quarters since.
Valeo Financial Advisors's Vanguard Utilities ETF position peaked at $905K in Q1 2026.
31 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.