PS
VPU

Principal Securities’s Vanguard Utilities ETF VPU Stock Holding History

Principal Securities’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 		$1.79M Buy
9,141
+695
+8% +$136K 0.02% 592
2026
Q1 		$1.67M Buy
8,446
+624
+8% +$121K 0.02% 559
2025
Q4 		$1.45M Buy
7,822
+40
+0.5% +$7.68K 0.02% 581
2025
Q3 		$1.47M Buy
7,782
+1,325
+21% +$243K 0.02% 538
2025
Q2 		$1.14M Buy
6,457
+1,662
+35% +$287K 0.02% 572
2025
Q1 		$784K Hold
4,795
– – 0.02% 626
2024
Q4 		$784K Buy
4,795
+600
+14% +$103K 0.02% 622
2024
Q3 		$730K Sell
4,195
-24
-0.6% -$3.86K 0.02% 635
2024
Q2 		$624K Buy
4,219
+1,835
+77% +$273K 0.02% 629
2024
Q1 		$340K Buy
2,384
+463
+24% +$62.6K 0.01% 820
2023
Q4 		$263K Buy
+1,921
New +$254K 0.01% 842

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

Principal Securities's VPU Position: Q2 2026 in Review

Principal Securities increased its Vanguard Utilities ETF (VPU) stake by 8.2% in Q2 2026, buying an estimated $136K and bringing the position to 9,141 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #592.

Principal Securities first reported a position in VPU in Q4 2023 and has held it in 11 quarters since. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Principal Securities held 9,141 shares of Vanguard Utilities ETF worth $1.79M as of Q2 2026.
  • Principal Securities bought 695 Vanguard Utilities ETF shares in Q2 2026, an estimated $136K.
  • Vanguard Utilities ETF made up 0.02% of Principal Securities's portfolio in Q2 2026, its #592 holding.
  • Principal Securities first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 11 quarters since.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.