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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

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

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

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. 274 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.
274 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.