Parkside Financial Bank & Trust’s Vanguard Utilities ETF VPU Stock Holding History

Parkside Financial Bank & Trust’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	$22.6K	Hold	114	–	–	﹤0.01%	1260
2025 Q4	$21.1K	Hold	114	–	–	﹤0.01%	1282
2025 Q3	$21.6K	Hold	114	–	–	﹤0.01%	1215
2025 Q2	$20.1K	Buy	114 +69	+153%	+$11.9K	﹤0.01%	1234
2025 Q1	$7.69K	Buy	+45	New	+$7.6K	﹤0.01%	1501
2021 Q1	–	Sell	-40	Closed	-$5K	–	1722
2020 Q4	$5K	Hold	40	–	–	﹤0.01%	1135
2020 Q3	$5K	Hold	40	–	–	﹤0.01%	947
2020 Q2	$5K	Sell	40 -659	-94%	-$83.4K	﹤0.01%	947
2020 Q1	$85K	Hold	699	–	–	0.03%	290
2019 Q4	$100K	Buy	+699	New	+$98.3K	0.03%	299
2016 Q4	–	Sell	-155	Closed	-$17K	–	1495
2016 Q3	$17K	Sell	155 -115	-43%	-$12.7K	0.01%	608
2016 Q2	$31K	Buy	+270	New	+$29K	0.02%	450

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Parkside Financial Bank & Trust's VPU Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 114 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Parkside Financial Bank & Trust first reported a position in VPU in Q2 2016 and has held it in 12 quarters since. The position peaked at $100K in Q4 2019. 675 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Parkside Financial Bank & Trust held 114 shares of Vanguard Utilities ETF worth $22.6K as of Q1 2026.
Parkside Financial Bank & Trust left its Vanguard Utilities ETF share count unchanged in Q1 2026.
Vanguard Utilities ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1260 holding.
Parkside Financial Bank & Trust first reported a position in Vanguard Utilities ETF in Q2 2016 and has held it in 12 quarters since.
Parkside Financial Bank & Trust's Vanguard Utilities ETF position peaked at $100K in Q4 2019.
675 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.