CPA
VPU

Cathy Pareto & Associates’s Vanguard Utilities ETF VPU Stock Holding History

Cathy Pareto & Associates’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 		$277K Sell
1,414
-61
-4% -$12K 0.16% 83
2026
Q1 		$292K Buy
1,475
+12
+0.8% +$2.33K 0.2% 78
2025
Q4 		$271K Buy
1,463
+4
+0.3% +$768 0.19% 82
2025
Q3 		$276K Buy
1,459
+7
+0.5% +$1.28K 0.21% 77
2025
Q2 		$256K Buy
+1,452
New +$250K 0.21% 77

Other funds holding VPU

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Cathy Pareto & Associates's VPU Position: Q2 2026 in Review

Cathy Pareto & Associates reduced its Vanguard Utilities ETF (VPU) stake by 4.1% in Q2 2026, selling an estimated $12K and leaving 1,414 shares worth $277K. The position accounts for 0.16% of the portfolio, ranked #83.

Cathy Pareto & Associates first reported a position in VPU in Q2 2025 and has held it in 5 quarters since. The position peaked at $292K in Q1 2026. 160 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Cathy Pareto & Associates held 1,414 shares of Vanguard Utilities ETF worth $277K as of Q2 2026.
  • Cathy Pareto & Associates sold 61 Vanguard Utilities ETF shares in Q2 2026, an estimated $12K.
  • Vanguard Utilities ETF made up 0.16% of Cathy Pareto & Associates's portfolio in Q2 2026, its #83 holding.
  • Cathy Pareto & Associates first reported a position in Vanguard Utilities ETF in Q2 2025 and has held it in 5 quarters since.
  • Cathy Pareto & Associates's Vanguard Utilities ETF position peaked at $292K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.