Whittier Trust’s Vanguard Utilities ETF VPU Stock Holding History

Whittier Trust’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	$196K	Hold	1,000	–	–	﹤0.01%	627
2026 Q1	$199K	Hold	1,000	–	–	﹤0.01%	596
2025 Q4	$186K	Hold	1,000	–	–	﹤0.01%	609
2025 Q3	$193K	Hold	1,000	–	–	﹤0.01%	596
2025 Q2	$177K	Hold	1,000	–	–	﹤0.01%	682
2025 Q1	$171K	Hold	1,000	–	–	﹤0.01%	679
2024 Q4	$163K	Hold	1,000	–	–	﹤0.01%	701
2024 Q3	$174K	Hold	1,000	–	–	﹤0.01%	694
2024 Q2	$148K	Hold	1,000	–	–	﹤0.01%	695
2024 Q1	$143K	Hold	1,000	–	–	﹤0.01%	722
2023 Q4	$137K	Hold	1,000	–	–	﹤0.01%	707
2023 Q3	$128K	Hold	1,000	–	–	﹤0.01%	714
2023 Q2	$142K	Hold	1,000	–	–	﹤0.01%	705
2023 Q1	$148K	Hold	1,000	–	–	﹤0.01%	718
2022 Q4	$153K	Hold	1,000	–	–	﹤0.01%	710
2022 Q3	$142K	Sell	1,000 -79	-7%	-$12.6K	﹤0.01%	720
2022 Q2	$164K	Hold	1,079	–	–	﹤0.01%	687
2022 Q1	$175K	Sell	1,079 -12	-1%	-$1.81K	﹤0.01%	701
2021 Q4	$171K	Hold	1,091	–	–	﹤0.01%	704
2021 Q3	$152K	Hold	1,091	–	–	﹤0.01%	694
2021 Q2	$151K	Hold	1,091	–	–	﹤0.01%	711
2021 Q1	$153K	Hold	1,091	–	–	﹤0.01%	688
2020 Q4	$150K	Hold	1,091	–	–	﹤0.01%	645
2020 Q3	$141K	Hold	1,091	–	–	﹤0.01%	642
2020 Q2	$135K	Sell	1,091 -17	-2%	-$2.15K	﹤0.01%	619
2020 Q1	$135K	Sell	1,108 -17	-2%	-$2.39K	﹤0.01%	600
2019 Q4	$161K	Sell	1,125 -4	-0.4%	-$563	﹤0.01%	599
2019 Q3	$162K	Hold	1,129	–	–	﹤0.01%	589
2019 Q2	$150K	Hold	1,129	–	–	﹤0.01%	582
2019 Q1	$146K	Buy	1,129 +4	+0.4%	+$496	﹤0.01%	585
2018 Q4	$133K	Hold	1,125	–	–	﹤0.01%	580
2018 Q3	$133K	Buy	1,125 +125	+13%	+$14.8K	﹤0.01%	582
2018 Q2	$116K	Hold	1,000	–	–	﹤0.01%	599
2018 Q1	$112K	Hold	1,000	–	–	﹤0.01%	623
2017 Q4	$117K	Hold	1,000	–	–	﹤0.01%	596
2017 Q3	$117K	Hold	1,000	–	–	﹤0.01%	580
2017 Q2	$114K	Hold	1,000	–	–	﹤0.01%	555
2017 Q1	$113K	Hold	1,000	–	–	﹤0.01%	567
2016 Q4	$107K	Hold	1,000	–	–	﹤0.01%	573
2016 Q3	$107K	Hold	1,000	–	–	﹤0.01%	560
2016 Q2	$115K	Hold	1,000	–	–	0.01%	558
2016 Q1	$108K	Hold	1,000	–	–	﹤0.01%	573
2015 Q4	$94K	Hold	1,000	–	–	﹤0.01%	608
2015 Q3	$93K	Hold	1,000	–	–	﹤0.01%	596
2015 Q2	$90K	Buy	+1,000	New	+$95.2K	﹤0.01%	618

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Whittier Trust's VPU Position: Q2 2026 in Review

Whittier Trust held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,000 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Whittier Trust first reported a position in VPU in Q2 2015 and has held it in 45 quarters since. The position peaked at $199K in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Whittier Trust held 1,000 shares of Vanguard Utilities ETF worth $196K as of Q2 2026.
Whittier Trust left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #627 holding.
Whittier Trust first reported a position in Vanguard Utilities ETF in Q2 2015 and has held it in 45 quarters since.
Whittier Trust's Vanguard Utilities ETF position peaked at $199K in Q1 2026.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.