ACM
VPU

Advisors Capital Management’s Vanguard Utilities ETF VPU Stock Holding History

Advisors Capital 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 		$760K Sell
3,881
-373
-9% -$73.2K 0.01% 372
2026
Q1 		$843K Buy
4,254
+395
+10% +$76.8K 0.01% 329
2025
Q4 		$714K Buy
3,859
+24
+0.6% +$4.61K 0.01% 349
2025
Q3 		$726K Sell
3,835
-50
-1% -$9.16K 0.01% 338
2025
Q2 		$686K Sell
3,885
-22
-0.6% -$3.79K 0.01% 328
2025
Q1 		$668K Buy
3,907
+78
+2% +$13.2K 0.01% 325
2024
Q4 		$626K Buy
3,829
+79
+2% +$13.5K 0.01% 350
2024
Q3 		$653K Buy
3,750
+86
+2% +$13.8K 0.01% 334
2024
Q2 		$542K Buy
3,664
+338
+10% +$50.4K 0.01% 352
2024
Q1 		$474K Buy
3,326
+31
+0.9% +$4.19K 0.01% 363
2023
Q4 		$452K Buy
3,295
+200
+6% +$26.4K 0.01% 357
2023
Q3 		$395K Buy
3,095
+620
+25% +$86.7K 0.01% 325
2023
Q2 		$352K Buy
2,475
+332
+15% +$48.6K 0.01% 356
2023
Q1 		$316K Sell
2,143
-85
-4% -$12.6K 0.01% 363
2022
Q4 		$342K Sell
2,228
-48
-2% -$7.11K 0.01% 356
2022
Q3 		$335K Sell
2,276
-249
-10% -$39.7K 0.01% 376
2022
Q2 		$385K Buy
2,525
+126
+5% +$19.8K 0.01% 330
2022
Q1 		$388K Buy
2,399
+120
+5% +$18.1K 0.01% 333
2021
Q4 		$357K Buy
2,279
+39
+2% +$5.75K 0.01% 346
2021
Q3 		$312K Buy
2,240
+155
+7% +$22.6K 0.01% 350
2021
Q2 		$289K Buy
2,085
+268
+15% +$38.4K 0.01% 331
2021
Q1 		$255K Buy
1,817
+126
+7% +$17.2K 0.01% 332
2020
Q4 		$232K Buy
+1,691
New +$233K 0.01% 318

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

Advisors Capital Management's VPU Position: Q2 2026 in Review

Advisors Capital Management reduced its Vanguard Utilities ETF (VPU) stake by 8.8% in Q2 2026, selling an estimated $73.2K and leaving 3,881 shares worth $760K. The position accounts for 0.01% of the portfolio, ranked #372.

Advisors Capital Management first reported a position in VPU in Q4 2020 and has held it in 23 quarters since. The position peaked at $843K in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Advisors Capital Management held 3,881 shares of Vanguard Utilities ETF worth $760K as of Q2 2026.
  • Advisors Capital Management sold 373 Vanguard Utilities ETF shares in Q2 2026, an estimated $73.2K.
  • Vanguard Utilities ETF made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #372 holding.
  • Advisors Capital Management first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 23 quarters since.
  • Advisors Capital Management's Vanguard Utilities ETF position peaked at $843K in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.