PAG
VPU

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
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
Q4 		– Hold
0
– – – 524
2022
Q3 		– Hold
0
– – – 535
2022
Q2 		– Sell
-408
Closed -$64.2K – 531
2022
Q1 		$66K Buy
+408
New +$61.7K 0.05% 151
2021
Q4 		– Hold
0
– – – 524

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return