BPI
VPU icon

BFC Planning, Inc.’s Vanguard Utilities ETF VPU Stock Holding History

BFC Planning, Inc.’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 		$4.72M Buy
24,102
+1,034
+4% +$203K 0.19% 116
2026
Q1 		$4.57M Buy
23,068
+1,283
+6% +$249K 0.2% 93
2025
Q4 		$4.03M Buy
21,785
+130
+0.6% +$25K 0.18% 115
2025
Q3 		$4.1M Buy
21,655
+1,258
+6% +$230K 0.3% 65
2025
Q2 		$3.6M Sell
20,397
-1,054
-5% -$182K 0.28% 72
2025
Q1 		$3.66M Buy
21,451
+3
+0% +$507 0.32% 67
2024
Q4 		$3.5M Buy
+21,448
New +$3.67M 0.29% 69

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 22.9% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 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

BFC Planning, Inc.'s VPU Position: Q2 2026 in Review

BFC Planning, Inc. increased its Vanguard Utilities ETF (VPU) stake by 4.5% in Q2 2026, buying an estimated $203K and bringing the position to 24,102 shares worth $4.72M. The position accounts for 0.19% of the portfolio, ranked #116.

BFC Planning, Inc. first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. 702 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • BFC Planning, Inc. held 24,102 shares of Vanguard Utilities ETF worth $4.72M as of Q2 2026.
  • BFC Planning, Inc. bought 1,034 Vanguard Utilities ETF shares in Q2 2026, an estimated $203K.
  • Vanguard Utilities ETF made up 0.19% of BFC Planning, Inc.'s portfolio in Q2 2026, its #116 holding.
  • BFC Planning, Inc. first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
  • 702 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.