LifeGoal Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

LifeGoal Wealth 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 Q3	$1.13M	Buy	+6,616	New	+$1.24M	0.34%	47

Other funds holding VPU

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

LifeGoal Wealth Advisors's VPU Position: Q3 2026 in Review

LifeGoal Wealth Advisors opened a new position in Vanguard Utilities ETF (VPU) in Q3 2026: 6,616 shares worth $1.13M. The stake represents 0.34% of the portfolio and ranks #47 among its holdings.

31 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

LifeGoal Wealth Advisors held 6,616 shares of Vanguard Utilities ETF worth $1.13M as of Q3 2026.
Vanguard Utilities ETF was a new LifeGoal Wealth Advisors position in Q3 2026.
Vanguard Utilities ETF made up 0.34% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #47 holding.
31 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.