Farmers & Merchants Investments Inc’s Vanguard Utilities ETF VPU Stock Holding History

Farmers & Merchants Investments Inc’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	$226K	Hold	1,157	–	–	0.01%	310
2026 Q1	$229K	Hold	1,157	–	–	0.01%	298
2025 Q4	$214K	Hold	1,157	–	–	0.01%	303
2025 Q3	$219K	Hold	1,157	–	–	0.01%	298
2025 Q2	$204K	Hold	1,157	–	–	0.01%	298
2025 Q1	$198K	Sell	1,157 -10	-0.9%	-$1.69K	0.01%	305
2024 Q4	$191K	Hold	1,167	–	–	0.01%	316
2024 Q3	$203K	Hold	1,167	–	–	0.01%	311
2024 Q2	$173K	Buy	1,167 +1,140	+4,222%	+$170K	0.01%	309
2024 Q1	$3.85K	Hold	27	–	–	﹤0.01%	823
2023 Q4	$3.7K	Hold	27	–	–	﹤0.01%	815
2023 Q3	$3.44K	Hold	27	–	–	﹤0.01%	815
2023 Q2	$3.84K	Hold	27	–	–	﹤0.01%	812
2023 Q1	$3.98K	Hold	27	–	–	﹤0.01%	774
2022 Q4	$4.14K	Buy	+27	New	+$4K	﹤0.01%	795
2021 Q1	–	Sell	-350	Closed	-$48K	–	867
2020 Q4	$48K	Buy	+350	New	+$48.3K	﹤0.01%	337

Other funds holding VPU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Farmers & Merchants Investments Inc's VPU Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,157 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #310.

Farmers & Merchants Investments Inc first reported a position in VPU in Q4 2020 and has held it in 16 quarters since. The position peaked at $229K in Q1 2026. 517 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Farmers & Merchants Investments Inc held 1,157 shares of Vanguard Utilities ETF worth $226K as of Q2 2026.
Farmers & Merchants Investments Inc left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #310 holding.
Farmers & Merchants Investments Inc first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 16 quarters since.
Farmers & Merchants Investments Inc's Vanguard Utilities ETF position peaked at $229K in Q1 2026.
517 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.