FHC
VPU

First Heartland Consultants’s Vanguard Utilities ETF VPU Stock Holding History

First Heartland Consultants’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 		$850K Buy
4,973
+192
+4% +$36.1K 0.06% 238
2026
Q2 		$936K Buy
4,781
+76
+2% +$14.9K 0.06% 229
2026
Q1 		$932K Buy
4,705
+710
+18% +$138K 0.07% 194
2025
Q4 		$739K Sell
3,995
-546
-12% -$105K 0.06% 218
2025
Q3 		$860K Buy
4,541
+1
+0% +$183 0.07% 196
2025
Q2 		$801K Sell
4,540
-3,130
-41% -$540K 0.07% 194
2025
Q1 		$1.31M Buy
7,670
+3,679
+92% +$621K 0.14% 127
2024
Q4 		$652K Buy
3,991
+118
+3% +$20.2K 0.07% 198
2024
Q3 		$674K Buy
3,873
+1
+0% +$161 0.07% 189
2024
Q2 		$573K Sell
3,872
-24
-0.6% -$3.58K 0.04% 241
2024
Q1 		$556K Buy
3,896
+64
+2% +$8.65K 0.06% 233
2023
Q4 		$525K Buy
3,832
+286
+8% +$37.8K 0.06% 208
2023
Q3 		$452K Buy
3,546
+127
+4% +$17.8K 0.06% 227
2023
Q2 		$486K Buy
+3,419
New +$501K 0.06% 214

Other funds holding VPU

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

First Heartland Consultants's VPU Position: Q3 2026 in Review

First Heartland Consultants increased its Vanguard Utilities ETF (VPU) stake by 4% in Q3 2026, buying an estimated $36.1K and bringing the position to 4,973 shares worth $850K. The position accounts for 0.06% of the portfolio, ranked #238.

First Heartland Consultants first reported a position in VPU in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.31M in Q1 2025. 31 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • First Heartland Consultants held 4,973 shares of Vanguard Utilities ETF worth $850K as of Q3 2026.
  • First Heartland Consultants bought 192 Vanguard Utilities ETF shares in Q3 2026, an estimated $36.1K.
  • Vanguard Utilities ETF made up 0.06% of First Heartland Consultants's portfolio in Q3 2026, its #238 holding.
  • First Heartland Consultants first reported a position in Vanguard Utilities ETF in Q2 2023 and has held it in 14 quarters since.
  • First Heartland Consultants's Vanguard Utilities ETF position peaked at $1.31M in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.