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 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%	-$1.47K	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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Bancorp's VPU Position: Q2 2026 in Review

First Bancorp increased its Vanguard Utilities ETF (VPU) stake by 53% in Q2 2026, buying an estimated $569K and bringing the position to 8,331 shares worth $1.63M. The position accounts for 0.64% of the portfolio, ranked #35.

First Bancorp first reported a position in VPU in Q1 2021 and has held it in 21 quarters since. 694 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

First Bancorp held 8,331 shares of Vanguard Utilities ETF worth $1.63M as of Q2 2026.
First Bancorp bought 2,900 Vanguard Utilities ETF shares in Q2 2026, an estimated $569K.
Vanguard Utilities ETF made up 0.64% of First Bancorp's portfolio in Q2 2026, its #35 holding.
First Bancorp first reported a position in Vanguard Utilities ETF in Q1 2021 and has held it in 21 quarters since.
694 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on First Bancorp's 13F filing for Q2 2026, filed 11 Aug 2026.