PAS
VPU

Park Avenue Securities’s Vanguard Utilities ETF VPU Stock Holding History

Park Avenue Securities’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 		$750K Buy
3,829
+408
+12% +$80K ﹤0.01% 1096
2026
Q1 		$678K Buy
3,421
+412
+14% +$80.1K 0.01% 977
2025
Q4 		$557K Buy
3,009
+164
+6% +$31.5K ﹤0.01% 1045
2025
Q3 		$539K Buy
+2,845
New +$521K ﹤0.01% 1149
2025
Q1 		– Sell
-2,621
Closed -$428K – 1529
2024
Q4 		$428K Buy
+2,621
New +$449K ﹤0.01% 1143

Other funds holding VPU

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 $43.3B AUM 29.3% 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
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Park Avenue Securities's VPU Position: Q2 2026 in Review

Park Avenue Securities increased its Vanguard Utilities ETF (VPU) stake by 12% in Q2 2026, buying an estimated $80K and bringing the position to 3,829 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Park Avenue Securities first reported a position in VPU in Q4 2024 and has held it in 5 quarters since. 264 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Park Avenue Securities held 3,829 shares of Vanguard Utilities ETF worth $750K as of Q2 2026.
  • Park Avenue Securities bought 408 Vanguard Utilities ETF shares in Q2 2026, an estimated $80K.
  • Vanguard Utilities ETF made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1096 holding.
  • Park Avenue Securities first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 5 quarters since.
  • 264 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.