Nan Shan Life Insurance’s Vanguard Utilities ETF VPU Stock Holding History

Nan Shan Life Insurance’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	$29.4M	Buy	150,369 +44,405	+42%	+$8.71M	0.92%	39
2026 Q1	$21M	Buy	+105,964	New	+$20.6M	0.76%	43
2025 Q4	–	Sell	-152,541	Closed	-$28.9M	–	102
2025 Q3	$28.9M	Buy	152,541 +48,661	+47%	+$8.91M	0.61%	53
2025 Q2	$18.3M	Hold	103,880	–	–	0.41%	71
2025 Q1	$17.7M	Buy	103,880 +64,880	+166%	+$11M	0.42%	69
2024 Q4	$6.37M	Buy	+39,000	New	+$6.67M	0.15%	87
2024 Q2	–	Sell	-41,400	Closed	-$5.9M	–	110
2024 Q1	$5.9M	Hold	41,400	–	–	0.14%	90
2023 Q4	$5.67M	Hold	41,400	–	–	0.14%	83
2023 Q3	$5.28M	Sell	41,400 -35,600	-46%	-$4.98M	0.14%	82
2023 Q2	$10.9M	Buy	77,000 +57,000	+285%	+$8.35M	0.26%	74
2023 Q1	$2.95M	Buy	+20,000	New	+$2.96M	0.07%	92
2018 Q2	–	Sell	-18,000	Closed	-$2.01M	–	109
2018 Q1	$2.01M	Buy	+18,000	New	+$1.99M	0.04%	93

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

Nan Shan Life Insurance's VPU Position: Q2 2026 in Review

Nan Shan Life Insurance increased its Vanguard Utilities ETF (VPU) stake by 42% in Q2 2026, buying an estimated $8.71M and bringing the position to 150,369 shares worth $29.4M. The position accounts for 0.92% of the portfolio, ranked #39.

Nan Shan Life Insurance first reported a position in VPU in Q1 2018 and has held it in 12 quarters since. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Nan Shan Life Insurance held 150,369 shares of Vanguard Utilities ETF worth $29.4M as of Q2 2026.
Nan Shan Life Insurance bought 44,405 Vanguard Utilities ETF shares in Q2 2026, an estimated $8.71M.
Vanguard Utilities ETF made up 0.92% of Nan Shan Life Insurance's portfolio in Q2 2026, its #39 holding.
Nan Shan Life Insurance first reported a position in Vanguard Utilities ETF in Q1 2018 and has held it in 12 quarters since.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Nan Shan Life Insurance's 13F filing for Q2 2026, filed 14 Aug 2026.