AIA
VPU

Allied Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Allied Investment Advisors’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 		$17.9M Buy
91,546
+1,934
+2% +$379K 2.25% 14
2026
Q1 		$17.8M Buy
89,612
+1,270
+1% +$247K 2.55% 11
2025
Q4 		$16.3M Sell
88,342
-307
-0.3% -$58.9K 2.53% 11
2025
Q3 		$16.8M Sell
88,649
-50,116
-36% -$9.18M 2.67% 10
2025
Q2 		$24.5M Buy
138,765
+1,671
+1% +$288K 4.28% 4
2025
Q1 		$23.4M Buy
137,094
+5,811
+4% +$982K 4.44% 4
2024
Q4 		$21.5M Sell
131,283
-966
-0.7% -$165K 4.32% 4
2024
Q3 		$23M Buy
132,249
+1,324
+1% +$213K 4.56% 4
2024
Q2 		$19.4M Buy
130,925
+4,018
+3% +$599K 4.54% 3
2024
Q1 		$18.1M Buy
126,907
+10,099
+9% +$1.36M 4.37% 3
2023
Q4 		$16M Buy
116,808
+12,490
+12% +$1.65M 4.36% 3
2023
Q3 		$13.3M Buy
+104,318
New +$14.6M 3.98% 4

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

Allied Investment Advisors's VPU Position: Q2 2026 in Review

Allied Investment Advisors increased its Vanguard Utilities ETF (VPU) stake by 2.2% in Q2 2026, buying an estimated $379K and bringing the position to 91,546 shares worth $17.9M. The position accounts for 2.25% of the portfolio, ranked #14.

Allied Investment Advisors first reported a position in VPU in Q3 2023 and has held it in 12 quarters since. The position peaked at $24.5M in Q2 2025. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Allied Investment Advisors held 91,546 shares of Vanguard Utilities ETF worth $17.9M as of Q2 2026.
  • Allied Investment Advisors bought 1,934 Vanguard Utilities ETF shares in Q2 2026, an estimated $379K.
  • Vanguard Utilities ETF made up 2.25% of Allied Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Allied Investment Advisors first reported a position in Vanguard Utilities ETF in Q3 2023 and has held it in 12 quarters since.
  • Allied Investment Advisors's Vanguard Utilities ETF position peaked at $24.5M in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.