NB
VPU

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
Q2 		– Sell
-204
Closed -$40.5K – 1163
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NBT Bank's VPU Position: Q2 2026 in Review

NBT Bank sold out of Vanguard Utilities ETF (VPU) in Q2 2026, closing a stake of 204 shares — an estimated $40.5K sold.

NBT Bank first reported a position in VPU in Q4 2023 and held it in 10 quarters. The position peaked at $41K in Q2 2025. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • NBT Bank reported no remaining Vanguard Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • NBT Bank sold 204 Vanguard Utilities ETF shares in Q2 2026, an estimated $40.5K.
  • NBT Bank first reported a position in Vanguard Utilities ETF in Q4 2023 and held it in 10 quarters.
  • NBT Bank's Vanguard Utilities ETF position peaked at $41K in Q2 2025.
  • 697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.