CIA
VPU

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

Concurrent 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 		$1.31M Buy
6,693
+2,183
+48% +$428K 0.01% 884
2026
Q1 		$894K Buy
4,510
+407
+10% +$79.1K 0.01% 919
2025
Q4 		$759K Sell
4,103
-91
-2% -$17.5K 0.01% 956
2025
Q3 		$794K Sell
4,194
-66
-2% -$12.1K 0.01% 735
2025
Q2 		$752K Buy
4,260
+79
+2% +$13.6K 0.01% 690
2025
Q1 		$714K Buy
4,181
+2,792
+201% +$472K 0.02% 641
2024
Q4 		$227K Sell
1,389
-63
-4% -$10.8K 0.01% 942
2024
Q3 		$253K Sell
1,452
-131
-8% -$21.1K 0.01% 843
2024
Q2 		$234K Buy
+1,583
New +$236K 0.01% 815
2024
Q1 		– Sell
-1,909
Closed -$262K – 1005
2023
Q4 		$262K Buy
+1,909
New +$252K 0.01% 695

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
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
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Vanguard Utilities ETF (VPU) stake by 48% in Q2 2026, buying an estimated $428K and bringing the position to 6,693 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #884.

Concurrent Investment Advisors first reported a position in VPU in Q4 2023 and has held it in 10 quarters since. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Concurrent Investment Advisors held 6,693 shares of Vanguard Utilities ETF worth $1.31M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,183 Vanguard Utilities ETF shares in Q2 2026, an estimated $428K.
  • Vanguard Utilities ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #884 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 10 quarters since.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.