Planning Strategies Inc.’s Vanguard Utilities ETF VPU Stock Holding History

Planning Strategies Inc.’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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Planning Strategies Inc.'s VPU Position: Q2 2026 in Review

Planning Strategies Inc. 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.

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

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

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