PCA
VPU

Pallas Capital Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Pallas Capital Advisors’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 		$10.5M Buy
53,620
+1,154
+2% +$226K 0.32% 56
2026
Q1 		$10.4M Sell
52,466
-4,180
-7% -$812K 0.39% 51
2025
Q4 		$10.5M Sell
56,646
-2,436
-4% -$468K 0.35% 55
2025
Q3 		$11.2M Buy
59,082
+570
+1% +$104K 0.41% 48
2025
Q2 		$10.3M Sell
58,512
-17
-0% -$2.93K 0.39% 52
2025
Q1 		$10M Buy
58,529
+4,112
+8% +$695K 0.42% 49
2024
Q4 		$8.89M Buy
54,417
+43
+0.1% +$7.36K 0.38% 55
2024
Q3 		$9.54M Sell
54,374
-1,054
-2% -$169K 0.41% 48
2024
Q2 		$8.45M Buy
55,428
+188
+0.3% +$28K 0.38% 52
2024
Q1 		$7.88M Buy
55,240
+13,236
+32% +$1.79M 0.33% 53
2023
Q4 		$5.76M Buy
42,004
+3,495
+9% +$461K 0.31% 69
2023
Q3 		$4.91M Buy
+38,509
New +$5.39M 0.3% 72

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 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
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

Pallas Capital Advisors's VPU Position: Q2 2026 in Review

Pallas Capital Advisors increased its Vanguard Utilities ETF (VPU) stake by 2.2% in Q2 2026, buying an estimated $226K and bringing the position to 53,620 shares worth $10.5M. The position accounts for 0.32% of the portfolio, ranked #56.

Pallas Capital Advisors first reported a position in VPU in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.2M in Q3 2025. 696 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Pallas Capital Advisors held 53,620 shares of Vanguard Utilities ETF worth $10.5M as of Q2 2026.
  • Pallas Capital Advisors bought 1,154 Vanguard Utilities ETF shares in Q2 2026, an estimated $226K.
  • Vanguard Utilities ETF made up 0.32% of Pallas Capital Advisors's portfolio in Q2 2026, its #56 holding.
  • Pallas Capital Advisors first reported a position in Vanguard Utilities ETF in Q3 2023 and has held it in 12 quarters since.
  • Pallas Capital Advisors's Vanguard Utilities ETF position peaked at $11.2M in Q3 2025.
  • 696 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.