Paladin Advisory Group’s Vanguard Utilities ETF VPU Stock Holding History

Paladin Advisory Group’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	$77.3K	Hold	395	–	–	0.05%	136
2026 Q1	$78.3K	Hold	395	–	–	0.06%	134
2025 Q4	$73.1K	Sell	395 -210	-35%	-$40.3K	0.05%	132
2025 Q3	$115K	Buy	605 +325	+116%	+$59.5K	0.09%	105
2025 Q2	$49.4K	Hold	280	–	–	0.04%	145
2025 Q1	$47.8K	Sell	280 -100	-26%	-$16.9K	0.04%	149
2024 Q4	$62.1K	Hold	380	–	–	0.05%	137
2024 Q3	$66.1K	Hold	380	–	–	0.05%	137
2024 Q2	$55.7K	Hold	380	–	–	0.04%	142
2024 Q1	$53.9K	Hold	380	–	–	0.04%	141
2023 Q4	$52.1K	Hold	380	–	–	0.04%	140
2023 Q3	$48.5K	Sell	380 -11	-3%	-$1.54K	0.04%	151
2023 Q2	$55.6K	Hold	391	–	–	0.04%	147
2023 Q1	$57.7K	Buy	+391	New	+$57.9K	0.05%	146
2022 Q2	–	Sell	-408	Closed	-$64.2K	–	522
2022 Q1	$66K	Buy	+408	New	+$61.7K	0.05%	151

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

Paladin Advisory Group's VPU Position: Q2 2026 in Review

Paladin Advisory Group held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 395 shares worth $77.3K. The position accounts for 0.05% of the portfolio, ranked #136.

Paladin Advisory Group first reported a position in VPU in Q1 2022 and has held it in 15 quarters since. The position peaked at $115K in Q3 2025. 694 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Paladin Advisory Group held 395 shares of Vanguard Utilities ETF worth $77.3K as of Q2 2026.
Paladin Advisory Group left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.05% of Paladin Advisory Group's portfolio in Q2 2026, its #136 holding.
Paladin Advisory Group first reported a position in Vanguard Utilities ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's Vanguard Utilities ETF position peaked at $115K in Q3 2025.
694 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.