Citizens National Bank Trust Department’s Vanguard Utilities ETF VPU Stock Holding History

Citizens National Bank Trust Department’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	$195K	Hold	997	–	–	0.03%	188
2026 Q1	$198K	Buy	997 +845	+556%	+$164K	0.03%	184
2025 Q4	$28.1K	Hold	152	–	–	﹤0.01%	281
2025 Q3	$28.8K	Hold	152	–	–	0.01%	283
2025 Q2	$26.8K	Hold	152	–	–	0.01%	280
2025 Q1	$26K	Buy	+152	New	+$25.7K	0.01%	284

Other funds holding VPU

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Citizens National Bank Trust Department's VPU Position: Q2 2026 in Review

Citizens National Bank Trust Department held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 997 shares worth $195K. The position accounts for 0.03% of the portfolio, ranked #188.

Citizens National Bank Trust Department first reported a position in VPU in Q1 2025 and has held it in 6 quarters since. The position peaked at $198K in Q1 2026. 442 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Citizens National Bank Trust Department held 997 shares of Vanguard Utilities ETF worth $195K as of Q2 2026.
Citizens National Bank Trust Department left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.03% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #188 holding.
Citizens National Bank Trust Department first reported a position in Vanguard Utilities ETF in Q1 2025 and has held it in 6 quarters since.
Citizens National Bank Trust Department's Vanguard Utilities ETF position peaked at $198K in Q1 2026.
442 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.