PSCM
VPU

Per Stirling Capital Management’s Vanguard Utilities ETF VPU Stock Holding History

Per Stirling Capital Management’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 		$468K Buy
2,394
+148
+7% +$29K 0.04% 228
2026
Q1 		$445K Hold
2,246
– – 0.05% 211
2025
Q4 		$416K Buy
2,246
+163
+8% +$31.3K 0.05% 205
2025
Q3 		$395K Hold
2,083
– – 0.05% 208
2025
Q2 		$368K Buy
+2,083
New +$359K 0.05% 201

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

Per Stirling Capital Management's VPU Position: Q2 2026 in Review

Per Stirling Capital Management increased its Vanguard Utilities ETF (VPU) stake by 6.6% in Q2 2026, buying an estimated $29K and bringing the position to 2,394 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #228.

Per Stirling Capital Management first reported a position in VPU in Q2 2025 and has held it in 5 quarters since. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Per Stirling Capital Management held 2,394 shares of Vanguard Utilities ETF worth $468K as of Q2 2026.
  • Per Stirling Capital Management bought 148 Vanguard Utilities ETF shares in Q2 2026, an estimated $29K.
  • Vanguard Utilities ETF made up 0.04% of Per Stirling Capital Management's portfolio in Q2 2026, its #228 holding.
  • Per Stirling Capital Management first reported a position in Vanguard Utilities ETF in Q2 2025 and has held it in 5 quarters since.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.