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Legacy Private Trust’s Vanguard Utilities ETF VPU Stock Holding History

Legacy Private Trust’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 		$288K Hold
1,684
– – 0.02% 236
2026
Q2 		$330K Hold
1,684
– – 0.02% 223
2026
Q1 		$334K Hold
1,684
– – 0.02% 224
2025
Q4 		$312K Hold
1,684
– – 0.02% 229
2025
Q3 		$319K Hold
1,684
– – 0.02% 224
2025
Q2 		$297K Hold
1,684
– – 0.02% 220
2025
Q1 		$288K Hold
1,684
– – 0.02% 219
2024
Q4 		$275K Buy
+1,684
New +$288K 0.02% 214

Other funds holding VPU

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Legacy Private Trust's VPU Position: Q3 2026 in Review

Legacy Private Trust held its Vanguard Utilities ETF (VPU) position steady in Q3 2026 at 1,684 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #236.

Legacy Private Trust first reported a position in VPU in Q4 2024 and has held it in 8 quarters since. The position peaked at $334K in Q1 2026. 32 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • Legacy Private Trust held 1,684 shares of Vanguard Utilities ETF worth $288K as of Q3 2026.
  • Legacy Private Trust left its Vanguard Utilities ETF share count unchanged in Q3 2026.
  • Vanguard Utilities ETF made up 0.02% of Legacy Private Trust's portfolio in Q3 2026, its #236 holding.
  • Legacy Private Trust first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 8 quarters since.
  • Legacy Private Trust's Vanguard Utilities ETF position peaked at $334K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.