CP
VPU

Cornerstone Planning’s Vanguard Utilities ETF VPU Stock Holding History

Cornerstone 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 		$562K Buy
2,872
+3
+0.1% +$588 0.13% 108
2026
Q1 		$567K Sell
2,869
-1,456
-34% -$283K 0.13% 109
2025
Q4 		$801K Buy
+4,325
New +$830K 0.19% 95
2024
Q4 		$960K Buy
+5,873
New +$1.01M 0.37% 80

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
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
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cornerstone Planning's VPU Position: Q2 2026 in Review

Cornerstone Planning increased its Vanguard Utilities ETF (VPU) stake by 0.1% in Q2 2026, buying an estimated $588 and bringing the position to 2,872 shares worth $562K. The position accounts for 0.13% of the portfolio, ranked #108.

Cornerstone Planning first reported a position in VPU in Q4 2024 and has held it in 4 quarters since. The position peaked at $960K in Q4 2024. 690 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Cornerstone Planning held 2,872 shares of Vanguard Utilities ETF worth $562K as of Q2 2026.
  • Cornerstone Planning bought 3 Vanguard Utilities ETF shares in Q2 2026, an estimated $588.
  • Vanguard Utilities ETF made up 0.13% of Cornerstone Planning's portfolio in Q2 2026, its #108 holding.
  • Cornerstone Planning first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's Vanguard Utilities ETF position peaked at $960K in Q4 2024.
  • 690 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.