CVA
VPU

Central Valley Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Central Valley 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
Q2 		$328K Sell
1,673
-97
-5% -$19K 0.08% 148
2026
Q1 		$351K Buy
+1,770
New +$344K 0.1% 134

Other funds holding VPU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
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
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Central Valley Advisors's VPU Position: Q2 2026 in Review

Central Valley Advisors reduced its Vanguard Utilities ETF (VPU) stake by 5.5% in Q2 2026, selling an estimated $19K and leaving 1,673 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #148.

Central Valley Advisors first reported a position in VPU in Q1 2026 and has held it in 2 quarters since. The position peaked at $351K in Q1 2026. 323 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Central Valley Advisors held 1,673 shares of Vanguard Utilities ETF worth $328K as of Q2 2026.
  • Central Valley Advisors sold 97 Vanguard Utilities ETF shares in Q2 2026, an estimated $19K.
  • Vanguard Utilities ETF made up 0.08% of Central Valley Advisors's portfolio in Q2 2026, its #148 holding.
  • Central Valley Advisors first reported a position in Vanguard Utilities ETF in Q1 2026 and has held it in 2 quarters since.
  • Central Valley Advisors's Vanguard Utilities ETF position peaked at $351K in Q1 2026.
  • 323 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.