Plancorp LLC’s Vanguard Utilities ETF VPU Stock Holding History

Plancorp LLC’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	$204K	Hold	1,035	–	–	0.01%	407
2026 Q1	$210K	Buy	+1,035	New	+$201K	0.01%	351
2024 Q2	–	Sell	-1,635	Closed	-$233K	–	303
2024 Q1	$233K	Sell	1,635 -100	-6%	-$13.5K	0.01%	266
2023 Q4	$238K	Sell	1,735 -65	-4%	-$8.58K	0.01%	247
2023 Q3	$230K	Hold	1,800	–	–	0.01%	233
2023 Q2	$256K	Buy	1,800 +65	+4%	+$9.52K	0.01%	214
2023 Q1	$256K	Hold	1,735	–	–	0.01%	220
2022 Q4	$266K	Hold	1,735	–	–	0.02%	205
2022 Q3	$247K	Buy	1,735 +70	+4%	+$11.2K	0.02%	200
2022 Q2	$254K	Buy	+1,665	New	+$262K	0.02%	202

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Plancorp LLC's VPU Position: Q2 2026 in Review

Plancorp LLC held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,035 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #407.

Plancorp LLC first reported a position in VPU in Q2 2022 and has held it in 10 quarters since. The position peaked at $266K in Q4 2022. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Plancorp LLC held 1,035 shares of Vanguard Utilities ETF worth $204K as of Q2 2026.
Plancorp LLC left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #407 holding.
Plancorp LLC first reported a position in Vanguard Utilities ETF in Q2 2022 and has held it in 10 quarters since.
Plancorp LLC's Vanguard Utilities ETF position peaked at $266K in Q4 2022.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.