VPU — VANGUARD UTILITIES ETF

Ownership history in Global Wealth Strategies & Associates  ·  2 quarters on record

This page tracks every 13F SEC filing in which Global Wealth Strategies & Associates reported a position in VANGUARD UTILITIES ETF (VPU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q3)
Avg. % of fund
0.01%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 164 +121 +281.4% 0.01% $31K $188.03
2025 Q1 INITIATED 43 — — 0.00% $7K $167.28
% of Fund (quarterly)    VPU price (monthly, adj. close)

Other funds also holding VPU

As of 2025 Q4 — sorted by position size

Unconventional Investor, LLC 3Y 7.05% Beacon Capital Management, Inc. 3Y 7Y 5.58% New England Private Wealth Advisors LLC 3Y 7Y 5.35% SWAN Capital LLC 4.46% Richmond Brothers, Inc. 3Y 4.32% Stonegate Management LLC 3Y 3.02% Allied Investment Advisors, LLC 3Y 7Y 2.53% David Kennon Inc 3Y 2.53% Mittelman Wealth Management 2.5% American Investment Services, Inc. 3Y 7Y 2.32%
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