Next Level Wealth Planning’s Vanguard Utilities ETF VPU Stock Holding History

Next Level Wealth Planning’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	$18.1K	Buy	+106	New	+$19.9K	0.01%	280

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Next Level Wealth Planning's VPU Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Vanguard Utilities ETF (VPU) in Q3 2026: 106 shares worth $18.1K. The stake represents 0.01% of the portfolio and ranks #280 among its holdings.

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

Next Level Wealth Planning held 106 shares of Vanguard Utilities ETF worth $18.1K as of Q3 2026.
Vanguard Utilities ETF was a new Next Level Wealth Planning position in Q3 2026.
Vanguard Utilities ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #280 holding.
391 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.