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 Q3	$65.5K	Hold	383	–	–	﹤0.01%	1467
2026 Q2	$75K	Buy	383 +379	+9,475%	+$74.3K	﹤0.01%	1333
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

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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Larson Financial Group's VPU Position: Q3 2026 in Review

Larson Financial Group held its Vanguard Utilities ETF (VPU) position steady in Q3 2026 at 383 shares worth $65.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Larson Financial Group first reported a position in VPU in Q4 2019 and has held it in 11 quarters since. The position peaked at $123K in Q4 2023. 419 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

Larson Financial Group held 383 shares of Vanguard Utilities ETF worth $65.5K as of Q3 2026.
Larson Financial Group left its Vanguard Utilities ETF share count unchanged in Q3 2026.
Vanguard Utilities ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1467 holding.
Larson Financial Group first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 11 quarters since.
Larson Financial Group's Vanguard Utilities ETF position peaked at $123K in Q4 2023.
419 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.