CBT
VPU

Crews Bank & Trust’s Vanguard Utilities ETF VPU Stock Holding History

Crews Bank & Trust’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 		$19.6K Hold
100
– – ﹤0.01% 485
2026
Q1 		$19.8K Hold
100
– – ﹤0.01% 474
2025
Q4 		$18.5K Hold
100
– – ﹤0.01% 473
2025
Q3 		$18.9K Hold
100
– – ﹤0.01% 474
2025
Q2 		$17.7K Hold
100
– – ﹤0.01% 471
2025
Q1 		$17.1K Hold
100
– – ﹤0.01% 462
2024
Q4 		$16.3K Buy
+100
New +$17.1K ﹤0.01% 467

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

Crews Bank & Trust's VPU Position: Q2 2026 in Review

Crews Bank & Trust held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 100 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Crews Bank & Trust first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.8K in Q1 2026. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Crews Bank & Trust held 100 shares of Vanguard Utilities ETF worth $19.6K as of Q2 2026.
  • Crews Bank & Trust left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up ﹤0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #485 holding.
  • Crews Bank & Trust first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's Vanguard Utilities ETF position peaked at $19.8K in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.