Center for Financial Planning’s Vanguard Utilities ETF VPU Stock Holding History

Center for Financial Planning’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 Q2	$153K	Hold	783	–	–	0.01%	199
2026 Q1	$155K	Hold	783	–	–	0.02%	189
2025 Q4	$145K	Hold	783	–	–	0.02%	192
2025 Q3	$148K	Buy	783 +408	+109%	+$74.7K	0.02%	190
2025 Q2	$66.2K	Hold	375	–	–	0.01%	264
2025 Q1	$64.1K	Hold	375	–	–	0.01%	256
2024 Q4	$61.3K	Hold	375	–	–	0.01%	244
2024 Q3	$65.3K	Hold	375	–	–	0.01%	223
2024 Q2	$55.5K	Hold	375	–	–	0.01%	222
2024 Q1	$53.5K	Hold	375	–	–	0.01%	229
2023 Q4	$51.4K	Hold	375	–	–	0.01%	218
2023 Q3	$47.8K	Hold	375	–	–	0.01%	220
2023 Q2	$53.3K	Hold	375	–	–	0.01%	216
2023 Q1	$55.3K	Hold	375	–	–	0.01%	204
2022 Q4	$57.5K	Hold	375	–	–	0.01%	207
2022 Q3	$53K	Hold	375	–	–	0.01%	206
2022 Q2	$57K	Hold	375	–	–	0.01%	208
2022 Q1	$61K	Hold	375	–	–	0.01%	213
2021 Q4	$59K	Hold	375	–	–	0.01%	213
2021 Q3	$52K	Hold	375	–	–	0.01%	217
2021 Q2	$52K	Hold	375	–	–	0.01%	217
2021 Q1	$53K	Hold	375	–	–	0.01%	207
2020 Q4	$51K	Buy	+375	New	+$51.7K	0.01%	198

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Center for Financial Planning's VPU Position: Q2 2026 in Review

Center for Financial Planning held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 783 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #199.

Center for Financial Planning first reported a position in VPU in Q4 2020 and has held it in 23 quarters since. The position peaked at $155K in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Center for Financial Planning held 783 shares of Vanguard Utilities ETF worth $153K as of Q2 2026.
Center for Financial Planning left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #199 holding.
Center for Financial Planning first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 23 quarters since.
Center for Financial Planning's Vanguard Utilities ETF position peaked at $155K in Q1 2026.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.