LPT
VPU

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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Private Trust's VPU Position: Q2 2026 in Review

Legacy Private Trust held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,684 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #223.

Legacy Private Trust first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. The position peaked at $334K in Q1 2026. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Legacy Private Trust held 1,684 shares of Vanguard Utilities ETF worth $330K as of Q2 2026.
  • Legacy Private Trust left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up 0.02% of Legacy Private Trust's portfolio in Q2 2026, its #223 holding.
  • Legacy Private Trust first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
  • Legacy Private Trust's Vanguard Utilities ETF position peaked at $334K in Q1 2026.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.