Cross Staff Investments’s Vanguard Utilities ETF VPU Stock Holding History

Cross Staff Investments’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	$517K	Hold	2,641	–	–	0.29%	81
2026 Q1	$523K	Sell	2,641 -425	-14%	-$82.6K	0.27%	78
2025 Q4	$567K	Hold	3,066	–	–	0.31%	74
2025 Q3	$581K	Buy	3,066 +100	+3%	+$18.3K	0.41%	71
2025 Q2	$524K	Hold	2,966	–	–	0.39%	73
2025 Q1	$507K	Sell	2,966 -55	-2%	-$9.29K	0.38%	72
2024 Q4	$494K	Buy	3,021 +27	+0.9%	+$4.62K	0.34%	73
2024 Q3	$521K	Hold	2,994	–	–	0.4%	70
2024 Q2	$443K	Hold	2,994	–	–	0.37%	73
2024 Q1	$427K	Hold	2,994	–	–	0.36%	75
2023 Q4	$410K	Sell	2,994 -56	-2%	-$7.39K	0.36%	74
2023 Q3	$389K	Hold	3,050	–	–	0.38%	74
2023 Q2	$434K	Hold	3,050	–	–	0.4%	72
2023 Q1	$450K	Hold	3,050	–	–	0.45%	68
2022 Q4	$468K	Buy	3,050 +145	+5%	+$21.5K	0.49%	67
2022 Q3	$413K	Hold	2,905	–	–	0.46%	68
2022 Q2	$443K	Hold	2,905	–	–	0.49%	67
2022 Q1	$470K	Hold	2,905	–	–	0.44%	70
2021 Q4	$454K	Buy	+2,905	New	+$428K	0.41%	78

Other funds holding VPU

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 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 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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Cross Staff Investments's VPU Position: Q2 2026 in Review

Cross Staff Investments held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 2,641 shares worth $517K. The position accounts for 0.29% of the portfolio, ranked #81.

Cross Staff Investments first reported a position in VPU in Q4 2021 and has held it in 19 quarters since. The position peaked at $581K in Q3 2025. 323 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Cross Staff Investments held 2,641 shares of Vanguard Utilities ETF worth $517K as of Q2 2026.
Cross Staff Investments left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.29% of Cross Staff Investments's portfolio in Q2 2026, its #81 holding.
Cross Staff Investments first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 19 quarters since.
Cross Staff Investments's Vanguard Utilities ETF position peaked at $581K in Q3 2025.
323 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.