NAMP
VPU

NorthStar Asset Management (Pennsylvania)’s Vanguard Utilities ETF VPU Stock Holding History

NorthStar Asset Management (Pennsylvania)’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 		$44.9K Buy
+225
New +$44.1K 0.01% 203

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

NorthStar Asset Management (Pennsylvania)'s VPU Position: Q2 2026 in Review

NorthStar Asset Management (Pennsylvania) opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 225 shares worth $44.9K. The stake represents 0.01% of the portfolio and ranks #203 among its holdings.

525 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • NorthStar Asset Management (Pennsylvania) held 225 shares of Vanguard Utilities ETF worth $44.9K as of Q2 2026.
  • Vanguard Utilities ETF was a new NorthStar Asset Management (Pennsylvania) position in Q2 2026.
  • Vanguard Utilities ETF made up 0.01% of NorthStar Asset Management (Pennsylvania)'s portfolio in Q2 2026, its #203 holding.
  • 525 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q2 2026, filed 27 Jul 2026.