Cornerstone Planning Group’s Vanguard Utilities ETF VPU Stock Holding History

Cornerstone Planning 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 Q2	$4.2K	Sell	21 -1	-5%	-$196	﹤0.01%	1133
2026 Q1	$4.22K	Buy	22 +1	+5%	+$194	﹤0.01%	1129
2025 Q4	$3.93K	Buy	21 +20	+2,000%	+$3.84K	﹤0.01%	1038
2025 Q3	$45	Sell	1 -20	-95%	-$3.66K	﹤0.01%	1675
2025 Q2	$3.85K	Buy	21 +1	+5%	+$172	﹤0.01%	784
2025 Q1	$3.47K	Hold	20	–	–	﹤0.01%	832
2024 Q4	$3.4K	Hold	20	–	–	﹤0.01%	662
2024 Q3	$3.44K	Sell	20 -343	-94%	-$55.1K	﹤0.01%	653
2024 Q2	$56.9K	Buy	+363	New	+$54.1K	0.02%	183

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

Cornerstone Planning Group's VPU Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Vanguard Utilities ETF (VPU) stake by 4.5% in Q2 2026, selling an estimated $196 and leaving 21 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Cornerstone Planning Group first reported a position in VPU in Q2 2024 and has held it in 9 quarters since. The position peaked at $56.9K in Q2 2024. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Cornerstone Planning Group held 21 shares of Vanguard Utilities ETF worth $4.2K as of Q2 2026.
Cornerstone Planning Group sold 1 Vanguard Utilities ETF share in Q2 2026, an estimated $196.
Vanguard Utilities ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1133 holding.
Cornerstone Planning Group first reported a position in Vanguard Utilities ETF in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's Vanguard Utilities ETF position peaked at $56.9K in Q2 2024.
693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.