Westfuller Advisors
VPU icon

Westfuller Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Westfuller 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 		$57.5K Buy
336
+2
+0.6% +$376 0.02% 300
2026
Q2 		$65.3K Sell
334
-37
-10% -$7.26K 0.02% 277
2026
Q1 		$73.5K Sell
371
-14
-4% -$2.72K 0.03% 244
2025
Q4 		$71.2K Buy
385
+3
+0.8% +$576 0.03% 269
2025
Q3 		$72.4K Buy
+382
New +$70K 0.03% 252

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Beacon Capital Management Inc (Ohio)
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 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

Westfuller Advisors's VPU Position: Q3 2026 in Review

Westfuller Advisors increased its Vanguard Utilities ETF (VPU) stake by 0.6% in Q3 2026, buying an estimated $376 and bringing the position to 336 shares worth $57.5K. The position accounts for 0.02% of the portfolio, ranked #300.

Westfuller Advisors first reported a position in VPU in Q3 2025 and has held it in 5 quarters since. The position peaked at $73.5K in Q1 2026. 524 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • Westfuller Advisors held 336 shares of Vanguard Utilities ETF worth $57.5K as of Q3 2026.
  • Westfuller Advisors bought 2 Vanguard Utilities ETF shares in Q3 2026, an estimated $376.
  • Vanguard Utilities ETF made up 0.02% of Westfuller Advisors's portfolio in Q3 2026, its #300 holding.
  • Westfuller Advisors first reported a position in Vanguard Utilities ETF in Q3 2025 and has held it in 5 quarters since.
  • Westfuller Advisors's Vanguard Utilities ETF position peaked at $73.5K in Q1 2026.
  • 524 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.