GLLW
VPU

Graves Light Lenhart Wealth’s Vanguard Utilities ETF VPU Stock Holding History

Graves Light Lenhart Wealth’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 		$377K Hold
1,925
– – 0.04% 144
2026
Q1 		$381K Hold
1,925
– – 0.04% 129
2025
Q4 		$356K Buy
1,925
+5
+0.3% +$960 0.04% 132
2025
Q3 		$364K Buy
1,920
+4
+0.2% +$733 0.04% 132
2025
Q2 		$338K Buy
1,916
+4
+0.2% +$690 0.04% 134
2025
Q1 		$327K Sell
1,912
-200
-9% -$33.8K 0.04% 134
2024
Q4 		$345K Sell
2,112
-7
-0.3% -$1.2K 0.04% 129
2024
Q3 		$369K Sell
2,119
-20
-0.9% -$3.21K 0.05% 132
2024
Q2 		$314K Hold
2,139
– – 0.04% 142
2024
Q1 		$305K Buy
2,139
+12
+0.6% +$1.62K 0.04% 148
2023
Q4 		$292K Buy
2,127
+14
+0.7% +$1.85K 0.04% 149
2023
Q3 		$262K Buy
2,113
+27
+1% +$3.78K 0.04% 148
2023
Q2 		$297K Hold
2,086
– – 0.04% 146
2023
Q1 		$308K Buy
2,086
+11
+0.5% +$1.63K 0.05% 128
2022
Q4 		$318K Buy
2,075
+24
+1% +$3.56K 0.05% 130
2022
Q3 		$292K Hold
2,051
– – 0.05% 134
2022
Q2 		$312K Buy
2,051
+11
+0.5% +$1.73K 0.05% 135
2022
Q1 		$330K Buy
2,040
+7
+0.3% +$1.06K 0.05% 137
2021
Q4 		$318K Buy
2,033
+16
+0.8% +$2.36K 0.05% 145
2021
Q3 		$281K Hold
2,017
– – 0.04% 146
2021
Q2 		$280K Buy
2,017
+5
+0.2% +$717 0.04% 147
2021
Q1 		$283K Hold
2,012
– – 0.05% 143
2020
Q4 		$276K Buy
+2,012
New +$277K 0.05% 138

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

Graves Light Lenhart Wealth's VPU Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,925 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #144.

Graves Light Lenhart Wealth first reported a position in VPU in Q4 2020 and has held it in 23 quarters since. The position peaked at $381K in Q1 2026. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Graves Light Lenhart Wealth held 1,925 shares of Vanguard Utilities ETF worth $377K as of Q2 2026.
  • Graves Light Lenhart Wealth left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up 0.04% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #144 holding.
  • Graves Light Lenhart Wealth first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 23 quarters since.
  • Graves Light Lenhart Wealth's Vanguard Utilities ETF position peaked at $381K in Q1 2026.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.