PGAM
VPU

Princeton Global Asset Management’s Vanguard Utilities ETF VPU Stock Holding History

Princeton Global Asset 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 		$1.98K Hold
10
– – ﹤0.01% 742
2026
Q1 		$1.99K Sell
10
-6
-38% -$1.17K ﹤0.01% 758
2025
Q4 		$2.88K Buy
16
+1
+7% +$192 ﹤0.01% 730
2025
Q3 		$2.92K Hold
15
– – ﹤0.01% 670
2025
Q2 		$2.71K Hold
15
– – ﹤0.01% 664
2025
Q1 		$2.6K Hold
15
– – ﹤0.01% 534
2024
Q4 		$2.47K Hold
15
– – ﹤0.01% 588
2024
Q3 		$2.61K Buy
+15
New +$2.41K ﹤0.01% 596

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

Princeton Global Asset Management's VPU Position: Q2 2026 in Review

Princeton Global Asset Management held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 10 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Princeton Global Asset Management first reported a position in VPU in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.92K in Q3 2025. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Princeton Global Asset Management held 10 shares of Vanguard Utilities ETF worth $1.98K as of Q2 2026.
  • Princeton Global Asset Management left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #742 holding.
  • Princeton Global Asset Management first reported a position in Vanguard Utilities ETF in Q3 2024 and has held it in 8 quarters since.
  • Princeton Global Asset Management's Vanguard Utilities ETF position peaked at $2.92K in Q3 2025.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.