CP
VPU

Clarendon Private’s Vanguard Utilities ETF VPU Stock Holding History

Clarendon Private’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
Q1 		$491K Buy
2,479
+16
+0.6% +$3.11K 0.38% 71
2025
Q4 		$456K Hold
2,463
– – 0.39% 69
2025
Q3 		$467K Hold
2,463
– – 0.42% 69
2025
Q2 		$435K Hold
2,463
– – 0.42% 68
2025
Q1 		$421K Hold
2,463
– – 0.44% 69
2024
Q4 		$403K Buy
+2,463
New +$422K 0.42% 65

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clarendon Private's VPU Position: Q1 2026 in Review

Clarendon Private increased its Vanguard Utilities ETF (VPU) stake by 0.65% in Q1 2026, buying an estimated $3.11K and bringing the position to 2,479 shares worth $491K. The position accounts for 0.38% of the portfolio, ranked #71.

Clarendon Private first reported a position in VPU in Q4 2024 and has held it in 6 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Clarendon Private held 2,479 shares of Vanguard Utilities ETF worth $491K as of Q1 2026.
  • Clarendon Private bought 16 Vanguard Utilities ETF shares in Q1 2026, an estimated $3.11K.
  • Vanguard Utilities ETF made up 0.38% of Clarendon Private's portfolio in Q1 2026, its #71 holding.
  • Clarendon Private first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 6 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Clarendon Private's 13F filing for Q1 2026, filed 11 May 2026.