RPGK
VPU

Retirement Planning Group (Kansas)’s Vanguard Utilities ETF VPU Stock Holding History

Retirement Planning Group (Kansas)’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 		$5.28M Buy
26,991
+16,605
+160% +$3.26M 0.13% 74
2026
Q1 		$2.06M Sell
10,386
-122
-1% -$23.7K 0.06% 132
2025
Q4 		$1.94M Buy
10,508
+853
+9% +$164K 0.06% 124
2025
Q3 		$1.83M Buy
9,655
+5,728
+146% +$1.05M 0.06% 122
2025
Q2 		$693K Buy
3,927
+568
+17% +$98K 0.03% 183
2025
Q1 		$574K Buy
3,359
+348
+12% +$58.8K 0.03% 187
2024
Q4 		$492K Buy
3,011
+15
+0.5% +$2.57K 0.02% 185
2024
Q3 		$522K Buy
2,996
+71
+2% +$11.4K 0.03% 175
2024
Q2 		$433K Sell
2,925
-613
-17% -$91.3K 0.03% 165
2024
Q1 		$504K Buy
3,538
+1,978
+127% +$267K 0.04% 141
2023
Q4 		$214K Buy
+1,560
New +$206K 0.02% 176

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
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
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Retirement Planning Group (Kansas)'s VPU Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Vanguard Utilities ETF (VPU) stake by 160% in Q2 2026, buying an estimated $3.26M and bringing the position to 26,991 shares worth $5.28M. The position accounts for 0.13% of the portfolio, ranked #74.

Retirement Planning Group (Kansas) first reported a position in VPU in Q4 2023 and has held it in 11 quarters since. 696 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Retirement Planning Group (Kansas) held 26,991 shares of Vanguard Utilities ETF worth $5.28M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 16,605 Vanguard Utilities ETF shares in Q2 2026, an estimated $3.26M.
  • Vanguard Utilities ETF made up 0.13% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #74 holding.
  • Retirement Planning Group (Kansas) first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 11 quarters since.
  • 696 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.