Choate Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Choate Investment 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	$858K	Hold	4,382	–	–	0.02%	258
2026 Q1	$868K	Hold	4,382	–	–	0.02%	249
2025 Q4	$811K	Hold	4,382	–	–	0.02%	248
2025 Q3	$830K	Hold	4,382	–	–	0.02%	226
2025 Q2	$773K	Hold	4,382	–	–	0.02%	222
2025 Q1	$748K	Hold	4,382	–	–	0.02%	218
2024 Q4	$716K	Sell	4,382 -357	-8%	-$61.1K	0.02%	222
2024 Q3	$825K	Buy	4,739 +357	+8%	+$57.4K	0.02%	212
2024 Q2	$648K	Sell	4,382 -1,500	-26%	-$224K	0.02%	231
2024 Q1	$839K	Buy	+5,882	New	+$795K	0.02%	216
2023 Q4	–	Sell	-1,033	Closed	-$132K	–	464
2023 Q3	$132K	Hold	1,033	–	–	0.01%	369
2023 Q2	$147K	Hold	1,033	–	–	0.01%	293
2023 Q1	$152K	Hold	1,033	–	–	0.01%	267
2022 Q4	$158K	Hold	1,033	–	–	0.01%	271
2022 Q3	$147K	Hold	1,033	–	–	0.01%	246
2022 Q2	$157K	Hold	1,033	–	–	0.01%	261
2022 Q1	$167K	Hold	1,033	–	–	0.01%	296
2021 Q4	$162K	Hold	1,033	–	–	0.01%	287
2021 Q3	$144K	Hold	1,033	–	–	0.01%	261
2021 Q2	$143K	Hold	1,033	–	–	0.01%	274
2021 Q1	$145K	Hold	1,033	–	–	0.01%	255
2020 Q4	$142K	Hold	1,033	–	–	0.01%	243
2020 Q3	$133K	Buy	+1,033	New	+$134K	0.01%	244

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Choate Investment Advisors's VPU Position: Q2 2026 in Review

Choate Investment Advisors held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 4,382 shares worth $858K. The position accounts for 0.02% of the portfolio, ranked #258.

Choate Investment Advisors first reported a position in VPU in Q3 2020 and has held it in 23 quarters since. The position peaked at $868K in Q1 2026. 696 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Choate Investment Advisors held 4,382 shares of Vanguard Utilities ETF worth $858K as of Q2 2026.
Choate Investment Advisors left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.02% of Choate Investment Advisors's portfolio in Q2 2026, its #258 holding.
Choate Investment Advisors first reported a position in Vanguard Utilities ETF in Q3 2020 and has held it in 23 quarters since.
Choate Investment Advisors's Vanguard Utilities ETF position peaked at $868K in Q1 2026.
696 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.