LifeSteps Financial’s Vanguard Utilities ETF VPU Stock Holding History

LifeSteps Financial’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	$3.92K	Buy	+20	New	+$3.92K	﹤0.01%	579
2021 Q1	–	Sell	-8,788	Closed	-$1.21M	–	85
2020 Q4	$1.21M	Sell	8,788 -212	-2%	-$29.2K	1.11%	18
2020 Q3	$1.16M	Sell	9,000 -813	-8%	-$105K	1.23%	18
2020 Q2	$1.21M	Sell	9,813 -2,062	-17%	-$261K	1.4%	17
2020 Q1	$1.45M	Sell	11,875 -2,985	-20%	-$420K	1.67%	20
2019 Q4	$2.12M	Buy	+14,860	New	+$2.09M	2%	13

Other funds holding VPU

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LifeSteps Financial's VPU Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 20 shares worth $3.92K. The stake represents ﹤0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in VPU as recently as Q4 2020.

LifeSteps Financial first reported a position in VPU in Q4 2019 and has held it in 6 quarters since. The position peaked at $2.12M in Q4 2019. 285 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

LifeSteps Financial held 20 shares of Vanguard Utilities ETF worth $3.92K as of Q2 2026.
Vanguard Utilities ETF was a new LifeSteps Financial position in Q2 2026.
Vanguard Utilities ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #579 holding.
LifeSteps Financial first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 6 quarters since.
LifeSteps Financial's Vanguard Utilities ETF position peaked at $2.12M in Q4 2019.
285 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.