PP
VPU

PDS Planning’s Vanguard Utilities ETF VPU Stock Holding History

PDS 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
Q1 		$292K Buy
1,474
+6
+0.4% +$1.17K 0.02% 399
2025
Q4 		$272K Buy
1,468
+10
+0.7% +$1.92K 0.02% 413
2025
Q3 		$276K Sell
1,458
-164
-10% -$30K 0.02% 404
2025
Q2 		$286K Buy
1,622
+13
+0.8% +$2.24K 0.02% 369
2025
Q1 		$275K Buy
1,609
+10
+0.6% +$1.69K 0.02% 346
2024
Q4 		$261K Buy
+1,599
New +$274K 0.02% 331

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PDS Planning's VPU Position: Q1 2026 in Review

PDS Planning increased its Vanguard Utilities ETF (VPU) stake by 0.41% in Q1 2026, buying an estimated $1.17K and bringing the position to 1,474 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #399.

PDS Planning first reported a position in VPU in Q4 2024 and has held it in 6 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • PDS Planning held 1,474 shares of Vanguard Utilities ETF worth $292K as of Q1 2026.
  • PDS Planning bought 6 Vanguard Utilities ETF shares in Q1 2026, an estimated $1.17K.
  • Vanguard Utilities ETF made up 0.02% of PDS Planning's portfolio in Q1 2026, its #399 holding.
  • PDS Planning first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 6 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.