PI
VPU

PFG Investments’s Vanguard Utilities ETF VPU Stock Holding History

PFG Investments’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 		$637K Sell
3,253
-39
-1% -$7.65K 0.02% 560
2026
Q1 		$652K Buy
3,292
+2
+0.1% +$389 0.03% 499
2025
Q4 		$609K Sell
3,290
-54
-2% -$10.4K 0.03% 496
2025
Q3 		$633K Buy
3,344
+14
+0.4% +$2.56K 0.03% 479
2025
Q2 		$588K Buy
3,330
+56
+2% +$9.66K 0.03% 468
2025
Q1 		$559K Sell
3,274
-69
-2% -$11.7K 0.04% 453
2024
Q4 		$546K Buy
3,343
+2,149
+180% +$368K 0.03% 460
2024
Q3 		$208K Sell
1,194
-373
-24% -$60K 0.01% 882
2024
Q2 		$232K Sell
1,567
-4,042
-72% -$602K 0.02% 762
2024
Q1 		$800K Buy
+5,609
New +$758K 0.05% 381

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

PFG Investments's VPU Position: Q2 2026 in Review

PFG Investments reduced its Vanguard Utilities ETF (VPU) stake by 1.2% in Q2 2026, selling an estimated $7.65K and leaving 3,253 shares worth $637K. The position accounts for 0.02% of the portfolio, ranked #560.

PFG Investments first reported a position in VPU in Q1 2024 and has held it in 10 quarters since. The position peaked at $800K in Q1 2024. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • PFG Investments held 3,253 shares of Vanguard Utilities ETF worth $637K as of Q2 2026.
  • PFG Investments sold 39 Vanguard Utilities ETF shares in Q2 2026, an estimated $7.65K.
  • Vanguard Utilities ETF made up 0.02% of PFG Investments's portfolio in Q2 2026, its #560 holding.
  • PFG Investments first reported a position in Vanguard Utilities ETF in Q1 2024 and has held it in 10 quarters since.
  • PFG Investments's Vanguard Utilities ETF position peaked at $800K in Q1 2024.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.