Ancora Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Ancora 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 Q1	$527K	Hold	2,662	–	–	0.01%	516
2025 Q4	$493K	Sell	2,662 -567	-18%	-$109K	0.01%	545
2025 Q3	$612K	Hold	3,229	–	–	0.01%	515
2025 Q2	$570K	Hold	3,229	–	–	0.01%	510
2025 Q1	$552K	Hold	3,229	–	–	0.01%	497
2024 Q4	$528K	Hold	3,229	–	–	0.01%	505
2024 Q3	$562K	Buy	3,229 +25	+0.8%	+$4.02K	0.01%	480
2024 Q2	$474K	Sell	3,204 -19	-0.6%	-$2.83K	0.01%	506
2024 Q1	$460K	Hold	3,223	–	–	0.01%	520
2023 Q4	$442K	Hold	3,223	–	–	0.01%	526
2023 Q3	$411K	Sell	3,223 -30	-0.9%	-$4.2K	0.01%	512
2023 Q2	$462K	Hold	3,253	–	–	0.01%	481
2023 Q1	$480K	Sell	3,253 -5	-0.2%	-$740	0.01%	479
2022 Q4	$500K	Hold	3,258	–	–	0.01%	486
2022 Q3	$463K	Buy	3,258 +5	+0.2%	+$797	0.01%	517
2022 Q2	$496K	Hold	3,253	–	–	0.01%	524
2022 Q1	$526K	Hold	3,253	–	–	0.01%	538
2021 Q4	$509K	Hold	3,253	–	–	0.01%	551
2021 Q3	$453K	Sell	3,253 -20	-0.6%	-$2.92K	0.01%	568
2021 Q2	$454K	Sell	3,273 -121	-4%	-$17.3K	0.01%	570
2021 Q1	$477K	Sell	3,394 -55	-2%	-$7.49K	0.01%	535
2020 Q4	$473K	Sell	3,449 -125	-3%	-$17.2K	0.02%	475
2020 Q3	$461K	Hold	3,574	–	–	0.02%	447
2020 Q2	$442K	Hold	3,574	–	–	0.02%	445
2020 Q1	$436K	Hold	3,574	–	–	0.02%	495
2019 Q4	$511K	Sell	3,574 -25	-0.7%	-$3.52K	0.02%	494
2019 Q3	$517K	Sell	3,599 -20	-0.6%	-$2.74K	0.02%	452
2019 Q2	$481K	Hold	3,619	–	–	0.02%	427
2019 Q1	$469K	Hold	3,619	–	–	0.02%	433
2018 Q4	$426K	Sell	3,619 -2	-0.1%	-$242	0.02%	438
2018 Q3	$427K	Buy	3,621 +1	+0%	+$119	0.02%	518
2018 Q2	$420K	Sell	3,620 -50	-1%	-$5.62K	0.02%	515
2018 Q1	$410K	Sell	3,670 -200	-5%	-$22.1K	0.02%	507
2017 Q4	$451K	Hold	3,870	–	–	0.02%	456
2017 Q3	$452K	Buy	3,870 +1,005	+35%	+$119K	0.03%	479
2017 Q2	$327K	Sell	2,865 -89	-3%	-$10.3K	0.02%	504
2017 Q1	$333K	Hold	2,954	–	–	0.02%	494
2016 Q4	$316K	Sell	2,954 -199	-6%	-$20.8K	0.02%	481
2016 Q3	$337K	Buy	3,153 +1	+0%	+$111	0.03%	397
2016 Q2	$361K	Hold	3,152	–	–	0.04%	366
2016 Q1	$339K	Buy	3,152 +1	+0%	+$100	0.04%	366
2015 Q4	$296K	Buy	3,151 +202	+7%	+$18.9K	0.04%	383
2015 Q3	$274K	Sell	2,949 -100	-3%	-$9.28K	0.04%	396
2015 Q2	$274K	Buy	+3,049	New	+$290K	0.03%	418
2015 Q1	–	Sell	-3,098	Closed	-$311K	–	398
2014 Q4	$317K	Buy	3,098 +1	+0%	+$98	0.04%	382
2014 Q3	$283K	Hold	3,097	–	–	0.04%	376
2014 Q2	$299K	Buy	3,097 +1	+0%	+$93	0.04%	387
2014 Q1	$280K	Buy	3,096 +1	+0%	+$86	0.04%	366
2013 Q4	$258K	Sell	3,095 -39	-1%	-$3.26K	0.04%	351
2013 Q3	$256K	Buy	3,134 +40	+1%	+$3.33K	0.04%	334
2013 Q2	$254K	Buy	+3,094	New	+$263K	0.04%	340

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ancora Advisors's VPU Position: Q1 2026 in Review

Ancora Advisors held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 2,662 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #516.

Ancora Advisors first reported a position in VPU in Q2 2013 and has held it in 51 quarters since. The position peaked at $612K in Q3 2025. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Ancora Advisors held 2,662 shares of Vanguard Utilities ETF worth $527K as of Q1 2026.
Ancora Advisors left its Vanguard Utilities ETF share count unchanged in Q1 2026.
Vanguard Utilities ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #516 holding.
Ancora Advisors first reported a position in Vanguard Utilities ETF in Q2 2013 and has held it in 51 quarters since.
Ancora Advisors's Vanguard Utilities ETF position peaked at $612K in Q3 2025.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.