PIMG
VPU

Patriot Investment Management Group’s Vanguard Utilities ETF VPU Stock Holding History

Patriot Investment Management 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
Q2 		$17.7M Sell
90,467
-591
-0.6% -$116K 1.03% 15
2026
Q1 		$18M Sell
91,058
-2,109
-2% -$410K 1.15% 13
2025
Q4 		$17.2M Buy
93,167
+766
+0.8% +$147K 1.09% 14
2025
Q3 		$17.5M Sell
92,401
-1,394
-1% -$255K 1.14% 13
2025
Q2 		$16.6M Sell
93,795
-1,084
-1% -$187K 1.15% 14
2025
Q1 		$16.2M Sell
94,879
-2,149
-2% -$363K 1.22% 14
2024
Q4 		$15.9M Sell
97,028
-2,828
-3% -$484K 1.19% 14
2024
Q3 		$17.4M Sell
99,856
-2,193
-2% -$353K 1.28% 13
2024
Q2 		$15.1M Sell
102,049
-776
-0.8% -$116K 1.18% 14
2024
Q1 		$14.7M Sell
102,825
-3,310
-3% -$447K 1.16% 14
2023
Q4 		$14.5M Sell
106,135
-14,924
-12% -$1.97M 1.24% 14
2023
Q3 		$15.4M Sell
121,059
-2,831
-2% -$396K 1.42% 13
2023
Q2 		$17.6M Sell
123,890
-1,395
-1% -$204K 1.49% 11
2023
Q1 		$18.5M Sell
125,285
-5,506
-4% -$815K 1.63% 11
2022
Q4 		$19.7M Buy
130,791
+95
+0.1% +$14.1K 1.71% 11
2022
Q3 		$18.6M Buy
130,696
+3,048
+2% +$486K 1.92% 11
2022
Q2 		$19.4M Buy
127,648
+971
+0.8% +$153K 1.9% 11
2022
Q1 		$20.5M Buy
126,677
+6,437
+5% +$973K 1.78% 12
2021
Q4 		$18.8M Sell
120,240
-3,432
-3% -$506K 1.59% 13
2021
Q3 		$17.2M Buy
123,672
+11,271
+10% +$1.65M 1.55% 13
2021
Q2 		$15.6M Sell
112,401
-106
-0.1% -$15.2K 1.45% 14
2021
Q1 		$15.8M Buy
112,507
+34,793
+45% +$4.74M 1.57% 13
2020
Q4 		$10.7M Sell
77,714
-34,243
-31% -$4.72M 1.61% 13
2020
Q3 		$14.5M Sell
111,957
-1,817
-2% -$235K 1.73% 13
2020
Q2 		$14.1M Buy
113,774
+684
+0.6% +$86.6K 1.78% 13
2020
Q1 		$13.8M Buy
113,090
+792
+0.7% +$111K 2.1% 13
2019
Q4 		$16M Buy
112,298
+1,105
+1% +$155K 2.07% 13
2019
Q3 		$16M Sell
111,193
-777
-0.7% -$107K 2.21% 13
2019
Q2 		$14.9M Sell
111,970
-2,009
-2% -$263K 2.08% 13
2019
Q1 		$14.8M Buy
+113,979
New +$14.1M 2.17% 13

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

Patriot Investment Management Group's VPU Position: Q2 2026 in Review

Patriot Investment Management Group reduced its Vanguard Utilities ETF (VPU) stake by 0.65% in Q2 2026, selling an estimated $116K and leaving 90,467 shares worth $17.7M. The position accounts for 1.03% of the portfolio, ranked #15.

Patriot Investment Management Group first reported a position in VPU in Q1 2019 and has held it in 30 quarters since. The position peaked at $20.5M in Q1 2022. 696 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Patriot Investment Management Group held 90,467 shares of Vanguard Utilities ETF worth $17.7M as of Q2 2026.
  • Patriot Investment Management Group sold 591 Vanguard Utilities ETF shares in Q2 2026, an estimated $116K.
  • Vanguard Utilities ETF made up 1.03% of Patriot Investment Management Group's portfolio in Q2 2026, its #15 holding.
  • Patriot Investment Management Group first reported a position in Vanguard Utilities ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's Vanguard Utilities ETF position peaked at $20.5M in Q1 2022.
  • 696 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.