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
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 		$573 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

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

First Heartland Consultants's VPU Position: Q2 2026 in Review

First Heartland Consultants increased its Vanguard Utilities ETF (VPU) stake by 1.6% in Q2 2026, buying an estimated $14.9K and bringing the position to 4,781 shares worth $936K. The position accounts for 0.06% of the portfolio, ranked #229.

First Heartland Consultants first reported a position in VPU in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.31M in Q1 2025. 212 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • First Heartland Consultants held 4,781 shares of Vanguard Utilities ETF worth $936K as of Q2 2026.
  • First Heartland Consultants bought 76 Vanguard Utilities ETF shares in Q2 2026, an estimated $14.9K.
  • Vanguard Utilities ETF made up 0.06% of First Heartland Consultants's portfolio in Q2 2026, its #229 holding.
  • First Heartland Consultants first reported a position in Vanguard Utilities ETF in Q2 2023 and has held it in 13 quarters since.
  • First Heartland Consultants's Vanguard Utilities ETF position peaked at $1.31M in Q1 2025.
  • 212 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.