CSIA
VPU

Conrad Siegel Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Conrad Siegel 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 		$623K Buy
3,184
+9
+0.3% +$1.76K 0.1% 41
2026
Q1 		$629K Buy
3,175
+10
+0.3% +$1.94K 0.11% 39
2025
Q4 		$586K Sell
3,165
-128
-4% -$24.6K 0.11% 39
2025
Q3 		$624K Sell
3,293
-488
-13% -$89.4K 0.13% 34
2025
Q2 		$667K Buy
3,781
+7
+0.2% +$1.21K 0.15% 34
2025
Q1 		$645K Sell
3,774
-38
-1% -$6.42K 0.17% 35
2024
Q4 		$623K Sell
3,812
-60
-2% -$10.3K 0.17% 33
2024
Q3 		$674K Sell
3,872
-150
-4% -$24.1K 0.18% 31
2024
Q2 		$595K Hold
4,022
– – 0.17% 29
2024
Q1 		$573K Buy
4,022
+16
+0.4% +$2.16K 0.17% 29
2023
Q4 		$549K Buy
4,006
+69
+2% +$9.11K 0.25% 21
2023
Q3 		$502K Buy
3,937
+4
+0.1% +$559 0.26% 20
2023
Q2 		$559K Hold
3,933
– – 0.43% 19
2023
Q1 		$580K Buy
3,933
+3
+0.1% +$444 0.51% 17
2022
Q4 		$603K Sell
3,930
-10
-0.3% -$1.48K 0.6% 17
2022
Q3 		$561K Sell
3,940
-84
-2% -$13.4K 0.63% 19
2022
Q2 		$613K Sell
4,024
-309
-7% -$48.6K 0.67% 19
2022
Q1 		$701K Sell
4,333
-67
-2% -$10.1K 0.64% 18
2021
Q4 		$612K Buy
+4,400
New +$649K 0.53% 22

Other funds holding VPU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

Conrad Siegel Investment Advisors's VPU Position: Q2 2026 in Review

Conrad Siegel Investment Advisors increased its Vanguard Utilities ETF (VPU) stake by 0.28% in Q2 2026, buying an estimated $1.76K and bringing the position to 3,184 shares worth $623K. The position accounts for 0.1% of the portfolio, ranked #41.

Conrad Siegel Investment Advisors first reported a position in VPU in Q4 2021 and has held it in 19 quarters since. The position peaked at $701K in Q1 2022. 350 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Conrad Siegel Investment Advisors held 3,184 shares of Vanguard Utilities ETF worth $623K as of Q2 2026.
  • Conrad Siegel Investment Advisors bought 9 Vanguard Utilities ETF shares in Q2 2026, an estimated $1.76K.
  • Vanguard Utilities ETF made up 0.1% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • Conrad Siegel Investment Advisors first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 19 quarters since.
  • Conrad Siegel Investment Advisors's Vanguard Utilities ETF position peaked at $701K in Q1 2022.
  • 350 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.