NBT Bank’s Vanguard Utilities ETF VPU Stock Holding History

NBT 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	$40.5K	Buy	204 +19	+10%	+$3.69K	﹤0.01%	521
2025 Q4	$37.6K	Sell	185 -4	-2%	-$768	﹤0.01%	527
2025 Q3	$38.2K	Sell	189 -43	-19%	-$7.88K	﹤0.01%	529
2025 Q2	$41K	Buy	232 +1	+0.4%	+$172	﹤0.01%	522
2025 Q1	$39.4K	Buy	231 +2	+0.9%	+$338	﹤0.01%	518
2024 Q4	$37.5K	Buy	229 +3	+1%	+$513	﹤0.01%	527
2024 Q3	$39.4K	Buy	226 +1	+0.4%	+$161	﹤0.01%	546
2024 Q2	$33.2K	Buy	225 +1	+0.4%	+$149	﹤0.01%	415
2024 Q1	$32K	Buy	224 +1	+0.4%	+$135	﹤0.01%	418
2023 Q4	$30.6K	Buy	+223	New	+$29.4K	﹤0.01%	419

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

NBT Bank's VPU Position: Q1 2026 in Review

NBT Bank increased its Vanguard Utilities ETF (VPU) stake by 10% in Q1 2026, buying an estimated $3.69K and bringing the position to 204 shares worth $40.5K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

NBT Bank first reported a position in VPU in Q4 2023 and has held it in 10 quarters since. The position peaked at $41K in Q2 2025. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

NBT Bank held 204 shares of Vanguard Utilities ETF worth $40.5K as of Q1 2026.
NBT Bank bought 19 Vanguard Utilities ETF shares in Q1 2026, an estimated $3.69K.
Vanguard Utilities ETF made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #521 holding.
NBT Bank first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 10 quarters since.
NBT Bank's Vanguard Utilities ETF position peaked at $41K in Q2 2025.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.