AAS
VPU

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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameritas Advisory Services's VPU Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Vanguard Utilities ETF (VPU) stake by 6.1% in Q1 2026, selling an estimated $1.44M and leaving 114,715 shares worth $22.7M. The position accounts for 0.88% of the portfolio, ranked #20.

Ameritas Advisory Services first reported a position in VPU in Q4 2021 and has held it in 18 quarters since. The position peaked at $61.5M in Q1 2022. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Ameritas Advisory Services held 114,715 shares of Vanguard Utilities ETF worth $22.7M as of Q1 2026.
  • Ameritas Advisory Services sold 7,420 Vanguard Utilities ETF shares in Q1 2026, an estimated $1.44M.
  • Vanguard Utilities ETF made up 0.88% of Ameritas Advisory Services's portfolio in Q1 2026, its #20 holding.
  • Ameritas Advisory Services first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 18 quarters since.
  • Ameritas Advisory Services's Vanguard Utilities ETF position peaked at $61.5M in Q1 2022.
  • 672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.