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
2023
Q1 		– Sell
-391
Closed -$60K – 503
2022
Q4 		$60K Sell
391
-17
-4% -$2.52K 0.05% 144
2022
Q3 		$58K Hold
408
– – 0.05% 147
2022
Q2 		$62K Buy
+408
New +$64.2K 0.05% 148
2022
Q1 		– Sell
-408
Closed -$63K – 521
2021
Q4 		$63K Buy
+408
New +$60.2K 0.05% 161

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 $377B 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 $530B 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 $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Paladin Advisory Group's VPU Position: Q1 2026 in Review

Paladin Advisory Group held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 395 shares worth $78.3K. The position accounts for 0.06% of the portfolio, ranked #134.

Paladin Advisory Group first reported a position in VPU in Q1 2022 and has held it in 14 quarters since. The position peaked at $115K in Q3 2025. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Paladin Advisory Group held 395 shares of Vanguard Utilities ETF worth $78.3K as of Q1 2026.
  • Paladin Advisory Group left its Vanguard Utilities ETF share count unchanged in Q1 2026.
  • Vanguard Utilities ETF made up 0.06% of Paladin Advisory Group's portfolio in Q1 2026, its #134 holding.
  • Paladin Advisory Group first reported a position in Vanguard Utilities ETF in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's Vanguard Utilities ETF position peaked at $115K in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.