HAP
VPU

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
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

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
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
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Harbor Asset Planning's VPU Position: Q2 2026 in Review

Harbor Asset Planning increased its Vanguard Utilities ETF (VPU) stake by 3.7% in Q2 2026, buying an estimated $17.3K and bringing the position to 2,475 shares worth $484K. The position accounts for 0.36% of the portfolio, ranked #62.

Harbor Asset Planning first reported a position in VPU in Q2 2025 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Harbor Asset Planning held 2,475 shares of Vanguard Utilities ETF worth $484K as of Q2 2026.
  • Harbor Asset Planning bought 88 Vanguard Utilities ETF shares in Q2 2026, an estimated $17.3K.
  • Vanguard Utilities ETF made up 0.36% of Harbor Asset Planning's portfolio in Q2 2026, its #62 holding.
  • Harbor Asset Planning first reported a position in Vanguard Utilities ETF in Q2 2025 and has held it in 5 quarters since.
  • 183 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.