Larson Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

Larson Financial Group’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 Q1	$793	Sell	4 -138	-97%	-$26.8K	﹤0.01%	3222
2025 Q4	$26.3K	Sell	142 -1	-0.7%	-$192	﹤0.01%	1563
2025 Q3	$27.1K	Hold	143	–	–	﹤0.01%	1476
2025 Q2	$25.2K	Buy	143 +4	+3%	+$690	﹤0.01%	1367
2025 Q1	$23.7K	Hold	139	–	–	﹤0.01%	1300
2024 Q4	$22.7K	Buy	+139	New	+$23.8K	﹤0.01%	1167
2024 Q1	–	Sell	-900	Closed	-$123K	–	1901
2023 Q4	$123K	Hold	900	–	–	0.01%	449
2023 Q3	$115K	Buy	+900	New	+$126K	0.01%	428
2020 Q1	–	Sell	-192	Closed	-$27K	–	663
2019 Q4	$27K	Buy	+192	New	+$27K	0.02%	199

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Larson Financial Group's VPU Position: Q1 2026 in Review

Larson Financial Group reduced its Vanguard Utilities ETF (VPU) stake by 97% in Q1 2026, selling an estimated $26.8K and leaving 4 shares worth $793. The position accounts for ﹤0.01% of the portfolio, ranked #3222.

Larson Financial Group first reported a position in VPU in Q4 2019 and has held it in 9 quarters since. The position peaked at $123K in Q4 2023. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Larson Financial Group held 4 shares of Vanguard Utilities ETF worth $793 as of Q1 2026.
Larson Financial Group sold 138 Vanguard Utilities ETF shares in Q1 2026, an estimated $26.8K.
Vanguard Utilities ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3222 holding.
Larson Financial Group first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 9 quarters since.
Larson Financial Group's Vanguard Utilities ETF position peaked at $123K in Q4 2023.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.