GLLW
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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
Q3 		$330K Buy
1,928
+3
+0.2% +$564 0.03% 148
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

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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Graves Light Lenhart Wealth's VPU Position: Q3 2026 in Review

Graves Light Lenhart Wealth increased its Vanguard Utilities ETF (VPU) stake by 0.16% in Q3 2026, buying an estimated $564 and bringing the position to 1,928 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #148.

Graves Light Lenhart Wealth first reported a position in VPU in Q4 2020 and has held it in 24 quarters since. The position peaked at $381K in Q1 2026. 31 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • Graves Light Lenhart Wealth held 1,928 shares of Vanguard Utilities ETF worth $330K as of Q3 2026.
  • Graves Light Lenhart Wealth bought 3 Vanguard Utilities ETF shares in Q3 2026, an estimated $564.
  • Vanguard Utilities ETF made up 0.03% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #148 holding.
  • Graves Light Lenhart Wealth first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 24 quarters since.
  • Graves Light Lenhart Wealth's Vanguard Utilities ETF position peaked at $381K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.