Gotham Asset Management’s Vanguard Utilities ETF VPU Stock Holding History

Gotham Asset Management’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	$1.64M	Buy	8,386 +6,042	+258%	+$1.18M	﹤0.01%	1207
2026 Q1	$464K	Hold	2,344	–	–	﹤0.01%	1506
2025 Q4	$434K	Buy	2,344 +1,185	+102%	+$227K	﹤0.01%	1474
2025 Q3	$220K	Hold	1,159	–	–	﹤0.01%	1597
2025 Q2	$205K	Buy	+1,159	New	+$200K	﹤0.01%	1572
2023 Q4	–	Sell	-2,551	Closed	-$325K	–	1439
2023 Q3	$325K	Hold	2,551	–	–	0.01%	1096
2023 Q2	$363K	Hold	2,551	–	–	0.01%	1068
2023 Q1	$376K	Buy	+2,551	New	+$378K	0.01%	1055

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

Gotham Asset Management's VPU Position: Q2 2026 in Review

Gotham Asset Management increased its Vanguard Utilities ETF (VPU) stake by 258% in Q2 2026, buying an estimated $1.18M and bringing the position to 8,386 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Gotham Asset Management first reported a position in VPU in Q1 2023 and has held it in 8 quarters since. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Gotham Asset Management held 8,386 shares of Vanguard Utilities ETF worth $1.64M as of Q2 2026.
Gotham Asset Management bought 6,042 Vanguard Utilities ETF shares in Q2 2026, an estimated $1.18M.
Vanguard Utilities ETF made up ﹤0.01% of Gotham Asset Management's portfolio in Q2 2026, its #1207 holding.
Gotham Asset Management first reported a position in Vanguard Utilities ETF in Q1 2023 and has held it in 8 quarters since.
693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.