Oliver Lagore Vanvalin Investment Group’s Vanguard Utilities ETF VPU Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$19K	Buy	+111	New	+$19.1K	0.01%	351
2024 Q4	$18.2K	Buy	111 +10	+10%	+$1.71K	﹤0.01%	377
2024 Q3	$17.6K	Hold	101	–	–	﹤0.01%	357
2024 Q2	$14.9K	Hold	101	–	–	﹤0.01%	366
2024 Q1	$14.4K	Hold	101	–	–	﹤0.01%	376
2023 Q4	$13.8K	Hold	101	–	–	0.01%	366
2023 Q3	$12.9K	Hold	101	–	–	0.01%	397
2023 Q2	$14.4K	Hold	101	–	–	0.01%	409
2023 Q1	$14.9K	Hold	101	–	–	0.01%	330
2022 Q4	$15.5K	Hold	101	–	–	0.01%	307
2022 Q3	$14K	Hold	101	–	–	0.01%	294
2022 Q2	$15K	Hold	101	–	–	0.01%	296
2022 Q1	$16K	Buy	+101	New	+$15.3K	0.01%	284

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's VPU Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Vanguard Utilities ETF (VPU) in Q2 2025: 111 shares worth $19K. The stake represents 0.01% of the portfolio and ranks #351 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in VPU as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in VPU in Q1 2022 and has held it in 13 quarters since. 618 funds tracked by Wall St. Rank hold VPU as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 111 shares of Vanguard Utilities ETF worth $19K as of Q2 2025.
Vanguard Utilities ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Vanguard Utilities ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #351 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard Utilities ETF in Q1 2022 and has held it in 13 quarters since.
618 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.