Planning Strategies’s Vanguard Utilities ETF VPU Stock Holding History

Planning Strategies’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	$1.37K	Buy	+7	New	+$1.37K	﹤0.01%	682

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Planning Strategies's VPU Position: Q2 2026 in Review

Planning Strategies opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 7 shares worth $1.37K. The stake represents ﹤0.01% of the portfolio and ranks #682 among its holdings.

665 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Planning Strategies held 7 shares of Vanguard Utilities ETF worth $1.37K as of Q2 2026.
Vanguard Utilities ETF was a new Planning Strategies position in Q2 2026.
Vanguard Utilities ETF made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #682 holding.
665 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.