Weaver Consulting Group’s Vanguard Utilities ETF VPU Stock Holding History

Weaver Consulting 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	$212K	Hold	1,242	–	–	0.04%	289
2026 Q2	$243K	Sell	1,242 -65	-5%	-$12.7K	0.05%	260
2026 Q1	$259K	Hold	1,307	–	–	0.06%	232
2025 Q4	$242K	Hold	1,307	–	–	0.06%	241
2025 Q3	$248K	Hold	1,307	–	–	0.06%	224
2025 Q2	$231K	Hold	1,307	–	–	0.06%	219
2025 Q1	$223K	Hold	1,307	–	–	0.07%	205
2024 Q4	$214K	Buy	+1,307	New	+$224K	0.07%	203
2020 Q4	–	Sell	-85	Closed	-$11K	–	889
2020 Q3	$11K	Hold	85	–	–	0.01%	553
2020 Q2	$11K	Hold	85	–	–	0.01%	516
2020 Q1	$10K	Hold	85	–	–	0.01%	452
2019 Q4	$12K	Hold	85	–	–	0.01%	456
2019 Q3	$11K	Hold	85	–	–	0.01%	466
2019 Q2	$11K	Hold	85	–	–	0.01%	447
2019 Q1	$11K	Buy	+85	New	+$10.5K	﹤0.01%	912

Other funds holding VPU

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

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

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

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

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return

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

Weaver Consulting Group's VPU Position: Q3 2026 in Review

Weaver Consulting Group held its Vanguard Utilities ETF (VPU) position steady in Q3 2026 at 1,242 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #289.

Weaver Consulting Group first reported a position in VPU in Q1 2019 and has held it in 15 quarters since. The position peaked at $259K in Q1 2026. 239 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

Weaver Consulting Group held 1,242 shares of Vanguard Utilities ETF worth $212K as of Q3 2026.
Weaver Consulting Group left its Vanguard Utilities ETF share count unchanged in Q3 2026.
Vanguard Utilities ETF made up 0.04% of Weaver Consulting Group's portfolio in Q3 2026, its #289 holding.
Weaver Consulting Group first reported a position in Vanguard Utilities ETF in Q1 2019 and has held it in 15 quarters since.
Weaver Consulting Group's Vanguard Utilities ETF position peaked at $259K in Q1 2026.
239 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.