World Equity Group’s Vanguard Utilities ETF VPU Stock Holding History

World Equity 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	–	Sell	-2,837	Closed	-$555K	–	382
2026 Q2	$555K	Buy	2,837 +1,822	+180%	+$357K	0.12%	194
2026 Q1	$201K	Buy	+1,015	New	+$197K	0.05%	361
2025 Q1	–	Sell	-2,604	Closed	-$426K	–	382
2024 Q4	$426K	Buy	2,604 +1,302	+100%	+$223K	0.09%	214
2024 Q3	$227K	Buy	+1,302	New	+$209K	0.08%	230
2024 Q1	–	Sell	-1,961	Closed	-$269K	–	368
2023 Q4	$269K	Sell	1,961 -167	-8%	-$22K	0.05%	269
2023 Q3	$271K	Buy	2,128 +41	+2%	+$5.74K	0.06%	276
2023 Q2	$297K	Buy	+2,087	New	+$306K	0.09%	247
2023 Q1	–	Sell	-2,397	Closed	-$368K	–	588
2022 Q4	$368K	Sell	2,397 -83	-3%	-$12.3K	0.09%	223
2022 Q3	$353K	Sell	2,480 -52	-2%	-$8.29K	0.09%	213
2022 Q2	$386K	Sell	2,532 -43	-2%	-$6.77K	0.1%	218
2022 Q1	$417K	Buy	+2,575	New	+$389K	0.09%	231

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

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

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

World Equity Group's VPU Position: Q3 2026 in Review

World Equity Group sold out of Vanguard Utilities ETF (VPU) in Q3 2026, closing a stake of 2,837 shares — an estimated $555K sold.

World Equity Group first reported a position in VPU in Q1 2022 and held it in 11 quarters. The position peaked at $555K in Q2 2026. 198 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

World Equity Group reported no remaining Vanguard Utilities ETF position as of Q3 2026 after selling out during the quarter.
World Equity Group sold 2,837 Vanguard Utilities ETF shares in Q3 2026, an estimated $555K.
World Equity Group first reported a position in Vanguard Utilities ETF in Q1 2022 and held it in 11 quarters.
World Equity Group's Vanguard Utilities ETF position peaked at $555K in Q2 2026.
198 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.