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

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
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
PWIA
Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 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. 268 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.
  • 268 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.