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 Q3	–	Sell	-21	Closed	-$4.2K	–	1669
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

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

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

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Cornerstone Planning Group's VPU Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Vanguard Utilities ETF (VPU) in Q3 2026, closing a stake of 21 shares — an estimated $4.2K sold.

Cornerstone Planning Group first reported a position in VPU in Q2 2024 and held it in 9 quarters. The position peaked at $56.9K in Q2 2024. 177 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

Cornerstone Planning Group reported no remaining Vanguard Utilities ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 21 Vanguard Utilities ETF shares in Q3 2026, an estimated $4.2K.
Cornerstone Planning Group first reported a position in Vanguard Utilities ETF in Q2 2024 and held it in 9 quarters.
Cornerstone Planning Group's Vanguard Utilities ETF position peaked at $56.9K in Q2 2024.
177 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.