CP
VPU

Camelot Portfolios’s Vanguard Utilities ETF VPU Stock Holding History

Camelot Portfolios’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 		$972K Sell
4,966
-107
-2% -$21K 0.68% 44
2026
Q1 		$1.01M Sell
5,073
-90
-2% -$17.5K 0.74% 43
2025
Q4 		$955K Sell
5,163
-61
-1% -$11.7K 0.59% 53
2025
Q3 		$989K Sell
5,224
-56
-1% -$10.3K 0.58% 53
2025
Q2 		$932K Buy
+5,280
New +$911K 0.56% 58

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

Camelot Portfolios's VPU Position: Q2 2026 in Review

Camelot Portfolios reduced its Vanguard Utilities ETF (VPU) stake by 2.1% in Q2 2026, selling an estimated $21K and leaving 4,966 shares worth $972K. The position accounts for 0.68% of the portfolio, ranked #44.

Camelot Portfolios first reported a position in VPU in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.01M in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Camelot Portfolios held 4,966 shares of Vanguard Utilities ETF worth $972K as of Q2 2026.
  • Camelot Portfolios sold 107 Vanguard Utilities ETF shares in Q2 2026, an estimated $21K.
  • Vanguard Utilities ETF made up 0.68% of Camelot Portfolios's portfolio in Q2 2026, its #44 holding.
  • Camelot Portfolios first reported a position in Vanguard Utilities ETF in Q2 2025 and has held it in 5 quarters since.
  • Camelot Portfolios's Vanguard Utilities ETF position peaked at $1.01M in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.