Zynergy Retirement Planning’s Vanguard Utilities ETF VPU Stock Holding History

Zynergy Retirement 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 Q2	$284K	Hold	1,452	–	–	0.15%	23
2026 Q1	$288K	Hold	1,452	–	–	0.17%	23
2025 Q4	$269K	Hold	1,452	–	–	0.17%	24
2025 Q3	$275K	Hold	1,452	–	–	0.17%	24
2025 Q2	$256K	Sell	1,452 -7	-0.5%	-$1.21K	0.17%	23
2025 Q1	$238K	Hold	1,459	–	–	0.17%	25
2024 Q4	$254K	Hold	1,459	–	–	0.18%	24
2024 Q3	$254K	Hold	1,459	–	–	0.18%	24
2024 Q2	$216K	Buy	+1,459	New	+$217K	0.17%	25

Other funds holding VPU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 $44.6B AUM 28.94% 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

Zynergy Retirement Planning's VPU Position: Q2 2026 in Review

Zynergy Retirement Planning held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,452 shares worth $284K. The position accounts for 0.15% of the portfolio, ranked #23.

Zynergy Retirement Planning first reported a position in VPU in Q2 2024 and has held it in 9 quarters since. The position peaked at $288K in Q1 2026. 343 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Zynergy Retirement Planning held 1,452 shares of Vanguard Utilities ETF worth $284K as of Q2 2026.
Zynergy Retirement Planning left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.15% of Zynergy Retirement Planning's portfolio in Q2 2026, its #23 holding.
Zynergy Retirement Planning first reported a position in Vanguard Utilities ETF in Q2 2024 and has held it in 9 quarters since.
Zynergy Retirement Planning's Vanguard Utilities ETF position peaked at $288K in Q1 2026.
343 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.