UIM
VPU

Unified Investment Management’s Vanguard Utilities ETF VPU Stock Holding History

Unified Investment 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 		$458K Hold
2,338
– – 0.42% 83
2026
Q1 		$463K Hold
2,338
– – 0.47% 81
2025
Q4 		$433K Hold
2,338
– – 0.43% 82
2025
Q3 		$443K Hold
2,338
– – 0.44% 80
2025
Q2 		$413K Hold
2,338
– – 0.44% 80
2025
Q1 		$399K Sell
2,338
-337
-13% -$56.9K 0.47% 80
2024
Q4 		$437K Buy
+2,675
New +$458K 0.5% 73

Other funds holding VPU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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 $44.6B AUM 28.94% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 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

Unified Investment Management's VPU Position: Q2 2026 in Review

Unified Investment Management held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 2,338 shares worth $458K. The position accounts for 0.42% of the portfolio, ranked #83.

Unified Investment Management first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. The position peaked at $463K in Q1 2026. 289 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Unified Investment Management held 2,338 shares of Vanguard Utilities ETF worth $458K as of Q2 2026.
  • Unified Investment Management left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up 0.42% of Unified Investment Management's portfolio in Q2 2026, its #83 holding.
  • Unified Investment Management first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
  • Unified Investment Management's Vanguard Utilities ETF position peaked at $463K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.