First Bancorp’s Vanguard Utilities ETF VPU Stock Holding History

First Bancorp’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 Q3	$1.41M	Sell	8,223 -108	-1%	-$20.3K	0.57%	36
2026 Q2	$1.63M	Buy	8,331 +2,900	+53%	+$569K	0.64%	35
2026 Q1	$1.08M	Hold	5,431	–	–	0.53%	44
2025 Q4	$1M	Sell	5,431 -200	-4%	-$38.4K	0.53%	44
2025 Q3	$1.07M	Sell	5,631 -8	-0.1%	-$1.46K	0.57%	41
2025 Q2	$995K	Hold	5,639	–	–	0.57%	38
2025 Q1	$963K	Buy	5,639 +82	+1%	+$13.9K	0.63%	38
2024 Q4	$908K	Hold	5,557	–	–	0.62%	36
2024 Q3	$967K	Hold	5,557	–	–	0.67%	35
2024 Q2	$822K	Sell	5,557 -700	-11%	-$104K	0.61%	37
2024 Q1	$892K	Sell	6,257 -55	-0.9%	-$7.43K	0.68%	35
2023 Q4	$865K	Buy	6,312 +117	+2%	+$15.4K	0.68%	33
2023 Q3	$790K	Hold	6,195	–	–	0.69%	35
2023 Q2	$881K	Hold	6,195	–	–	0.73%	31
2023 Q1	$914K	Hold	6,195	–	–	0.78%	28
2022 Q4	$950K	Hold	6,195	–	–	0.8%	29
2022 Q3	$881K	Buy	6,195 +1,470	+31%	+$234K	0.8%	28
2022 Q2	$720K	Buy	4,725 +1,932	+69%	+$304K	0.68%	36
2022 Q1	$452K	Sell	2,793 -54	-2%	-$8.16K	0.41%	51
2021 Q4	$445K	Hold	2,847	–	–	0.39%	53
2021 Q3	$396K	Buy	+2,847	New	+$416K	0.38%	57
2021 Q1	$400K	Buy	+2,847	New	+$388K	0.39%	53

Other funds holding VPU

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Bancorp's VPU Position: Q3 2026 in Review

First Bancorp reduced its Vanguard Utilities ETF (VPU) stake by 1.3% in Q3 2026, selling an estimated $20.3K and leaving 8,223 shares worth $1.41M. The position accounts for 0.57% of the portfolio, ranked #36.

First Bancorp first reported a position in VPU in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.63M in Q2 2026. 256 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

First Bancorp held 8,223 shares of Vanguard Utilities ETF worth $1.41M as of Q3 2026.
First Bancorp sold 108 Vanguard Utilities ETF shares in Q3 2026, an estimated $20.3K.
Vanguard Utilities ETF made up 0.57% of First Bancorp's portfolio in Q3 2026, its #36 holding.
First Bancorp first reported a position in Vanguard Utilities ETF in Q1 2021 and has held it in 22 quarters since.
First Bancorp's Vanguard Utilities ETF position peaked at $1.63M in Q2 2026.
256 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on First Bancorp's 13F filing for Q3 2026, filed 26 Oct 2026.