Investment Planning Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Investment Planning Advisors’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	$699K	Sell	3,573 -60	-2%	-$11.8K	0.16%	55
2026 Q1	$720K	Buy	3,633 +14	+0.4%	+$2.72K	0.2%	50
2025 Q4	$670K	Buy	3,619 +16	+0.4%	+$3.07K	0.19%	50
2025 Q3	$683K	Buy	3,603 +89	+3%	+$16.3K	0.21%	46
2025 Q2	$620K	Sell	3,514 -2	-0.1%	-$345	0.22%	42
2025 Q1	$601K	Buy	3,516 +15	+0.4%	+$2.53K	0.24%	44
2024 Q4	$572K	Buy	3,501 +366	+12%	+$62.6K	0.25%	41
2024 Q3	$464K	Hold	3,135	–	–	0.24%	46
2024 Q2	$464K	Buy	+3,135	New	+$467K	0.24%	46

Other funds holding VPU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Investment Planning Advisors's VPU Position: Q2 2026 in Review

Investment Planning Advisors reduced its Vanguard Utilities ETF (VPU) stake by 1.7% in Q2 2026, selling an estimated $11.8K and leaving 3,573 shares worth $699K. The position accounts for 0.16% of the portfolio, ranked #55.

Investment Planning Advisors first reported a position in VPU in Q2 2024 and has held it in 9 quarters since. The position peaked at $720K in Q1 2026. 376 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Investment Planning Advisors held 3,573 shares of Vanguard Utilities ETF worth $699K as of Q2 2026.
Investment Planning Advisors sold 60 Vanguard Utilities ETF shares in Q2 2026, an estimated $11.8K.
Vanguard Utilities ETF made up 0.16% of Investment Planning Advisors's portfolio in Q2 2026, its #55 holding.
Investment Planning Advisors first reported a position in Vanguard Utilities ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's Vanguard Utilities ETF position peaked at $720K in Q1 2026.
376 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.