Ameritas Advisory Services
VPU icon

Ameritas Advisory Services’s Vanguard Utilities ETF VPU Stock Holding History

Ameritas Advisory Services’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
Q3 		$23M Sell
134,360
-34,406
-20% -$6.47M 0.44% 54
2026
Q2 		$33M Buy
168,766
+54,051
+47% +$10.6M 0.67% 31
2026
Q1 		$22.7M Sell
114,715
-7,420
-6% -$1.44M 0.88% 20
2025
Q4 		$22.6M Buy
122,135
+115,773
+1,820% +$22.2M 0.84% 26
2025
Q3 		$1.21M Sell
6,362
-1,840
-22% -$337K 0.08% 217
2025
Q2 		$1.45M Sell
8,202
-3,747
-31% -$646K 0.08% 263
2025
Q1 		$2M Sell
11,949
-550
-4% -$92.9K 0.08% 235
2024
Q4 		$2.04M Buy
12,499
+1,916
+18% +$328K 0.07% 252
2024
Q3 		$1.84M Sell
10,583
-26,273
-71% -$4.22M 0.08% 249
2024
Q2 		$5.45M Buy
36,856
+1,946
+6% +$290K 0.21% 102
2024
Q1 		$5.01M Buy
34,910
+12,290
+54% +$1.66M 0.21% 99
2023
Q4 		$3.08M Buy
22,620
+11,531
+104% +$1.52M 0.17% 122
2023
Q3 		$1.42M Buy
11,089
+4,444
+67% +$622K 0.07% 262
2023
Q2 		$942K Sell
6,645
-3,294
-33% -$483K 0.12% 187
2023
Q1 		$1.48M Sell
9,939
-2,864
-22% -$424K 0.07% 245
2022
Q4 		$1.96M Buy
12,803
+2,216
+21% +$328K 0.09% 223
2022
Q3 		$1.51M Buy
10,587
+1,523
+17% +$243K 0.09% 216
2022
Q2 		$1.38M Sell
9,064
-371,087
-98% -$58.4M 0.08% 239
2022
Q1 		$61.5M Buy
380,151
+45,231
+14% +$6.84M 2.25% 7
2021
Q4 		$52.4M Buy
+334,920
New +$49.4M 1.91% 12

Other funds holding VPU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Ameritas Advisory Services's VPU Position: Q3 2026 in Review

Ameritas Advisory Services reduced its Vanguard Utilities ETF (VPU) stake by 20% in Q3 2026, selling an estimated $6.47M and leaving 134,360 shares worth $23M. The position accounts for 0.44% of the portfolio, ranked #54.

Ameritas Advisory Services first reported a position in VPU in Q4 2021 and has held it in 20 quarters since. The position peaked at $61.5M in Q1 2022. 503 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • Ameritas Advisory Services held 134,360 shares of Vanguard Utilities ETF worth $23M as of Q3 2026.
  • Ameritas Advisory Services sold 34,406 Vanguard Utilities ETF shares in Q3 2026, an estimated $6.47M.
  • Vanguard Utilities ETF made up 0.44% of Ameritas Advisory Services's portfolio in Q3 2026, its #54 holding.
  • Ameritas Advisory Services first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 20 quarters since.
  • Ameritas Advisory Services's Vanguard Utilities ETF position peaked at $61.5M in Q1 2022.
  • 503 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Ameritas Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.