Harbor Asset Planning’s Vanguard Utilities ETF VPU Stock Holding History

Harbor Asset Planning’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	$463K	Buy	2,708 +233	+9%	+$43.8K	0.35%	62
2026 Q2	$484K	Buy	2,475 +88	+4%	+$17.3K	0.36%	62
2026 Q1	$473K	Buy	2,387 +16	+0.7%	+$3.11K	0.4%	58
2025 Q4	$439K	Buy	2,371 +539	+29%	+$103K	0.38%	59
2025 Q3	$347K	Buy	1,832 +11	+0.6%	+$2.02K	0.31%	65
2025 Q2	$322K	Buy	+1,821	New	+$314K	0.31%	65

Other funds holding VPU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Nelson Capital Management Menlo Park, California $974M AUM 19.95% 1-Year Est. Return

Harbor Asset Planning's VPU Position: Q3 2026 in Review

Harbor Asset Planning increased its Vanguard Utilities ETF (VPU) stake by 9.4% in Q3 2026, buying an estimated $43.8K and bringing the position to 2,708 shares worth $463K. The position accounts for 0.35% of the portfolio, ranked #62.

Harbor Asset Planning first reported a position in VPU in Q2 2025 and has held it in 6 quarters since. The position peaked at $484K in Q2 2026. 457 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

Harbor Asset Planning held 2,708 shares of Vanguard Utilities ETF worth $463K as of Q3 2026.
Harbor Asset Planning bought 233 Vanguard Utilities ETF shares in Q3 2026, an estimated $43.8K.
Vanguard Utilities ETF made up 0.35% of Harbor Asset Planning's portfolio in Q3 2026, its #62 holding.
Harbor Asset Planning first reported a position in Vanguard Utilities ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's Vanguard Utilities ETF position peaked at $484K in Q2 2026.
457 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.