First American Bank’s Vanguard Utilities ETF VPU Stock Holding History

First American Bank’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 Q1	–	Sell	-2,950	Closed	-$546K	–	192
2025 Q4	$546K	Sell	2,950 -8,325	-74%	-$1.6M	0.03%	154
2025 Q3	$2.14M	Buy	11,275 +374	+3%	+$68.5K	0.13%	94
2025 Q2	$1.92M	Buy	10,901 +370	+4%	+$63.8K	0.13%	94
2025 Q1	$1.8M	Buy	10,531 +3,220	+44%	+$544K	0.13%	105
2024 Q4	$1.19M	Buy	7,311 +420	+6%	+$71.9K	0.08%	118
2024 Q3	$1.2M	Buy	6,891 +1,841	+36%	+$296K	0.09%	119
2024 Q2	$747K	Buy	+5,050	New	+$752K	0.06%	130

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First American Bank's VPU Position: Q1 2026 in Review

First American Bank sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 2,950 shares — an estimated $546K sold.

First American Bank first reported a position in VPU in Q2 2024 and held it in 7 quarters. The position peaked at $2.14M in Q3 2025. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

First American Bank reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
First American Bank sold 2,950 Vanguard Utilities ETF shares in Q1 2026, an estimated $546K.
First American Bank first reported a position in Vanguard Utilities ETF in Q2 2024 and held it in 7 quarters.
First American Bank's Vanguard Utilities ETF position peaked at $2.14M in Q3 2025.
672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on First American Bank's 13F filing for Q1 2026, filed 20 Apr 2026.