ACA
VPU

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

Atlas Capital Advisors’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
Q1 		$478K Buy
2,412
+575
+31% +$112K 0.05% 266
2025
Q4 		$340K Buy
+1,837
New +$353K 0.04% 323
2025
Q2 		$559K Sell
3,166
-136
-4% -$23.5K 0.07% 229
2025
Q1 		$564K Sell
3,302
-350
-10% -$59.1K 0.07% 233
2024
Q4 		$597K Buy
3,652
+64
+2% +$11K 0.08% 208
2024
Q3 		$624K Sell
3,588
-278
-7% -$44.7K 0.1% 185
2024
Q2 		$572K Buy
3,866
+2,199
+132% +$328K 0.07% 214
2024
Q1 		$238K Buy
1,667
+461
+38% +$62.3K 0.04% 340
2023
Q4 		$165K Sell
1,206
-509
-30% -$67.2K 0.02% 406
2023
Q3 		$219K Sell
1,715
-998
-37% -$140K 0.04% 336
2023
Q2 		$386K Buy
2,713
+245
+10% +$35.9K 0.06% 250
2023
Q1 		$364K Sell
2,468
-936
-27% -$139K 0.06% 250
2022
Q4 		$522K Sell
3,404
-14
-0.4% -$2.08K 0.09% 184
2022
Q3 		$486K Sell
3,418
-12
-0.3% -$1.91K 0.09% 188
2022
Q2 		$523K Sell
3,430
-1,453
-30% -$229K 0.09% 188
2022
Q1 		$790K Buy
4,883
+814
+20% +$123K 0.12% 150
2021
Q4 		$636K Sell
4,069
-1,109
-21% -$164K 0.09% 182
2021
Q3 		$720K Sell
5,178
-1,803
-26% -$263K 0.12% 145
2021
Q2 		$969K Sell
6,981
-723
-9% -$104K 0.16% 121
2021
Q1 		$1.08M Sell
7,704
-1
-0% -$136 0.21% 102
2020
Q4 		$1.06M Buy
7,705
+29
+0.4% +$4K 0.22% 93
2020
Q3 		$991K Sell
7,676
-717
-9% -$92.8K 0.23% 98
2020
Q2 		$1.04M Buy
8,393
+1,553
+23% +$197K 0.24% 95
2020
Q1 		$834K Sell
6,840
-615
-8% -$86.4K 0.25% 97
2019
Q4 		$1.07M Sell
7,455
-1,942
-21% -$273K 0.27% 94
2019
Q3 		$1.35M Sell
9,397
-2,079
-18% -$285K 0.41% 67
2019
Q2 		$1.53M Sell
11,476
-269
-2% -$35.2K 0.5% 46
2019
Q1 		$1.52M Buy
11,745
+6,999
+147% +$868K 0.55% 43
2018
Q4 		$559K Buy
4,746
+1,872
+65% +$227K 0.22% 117
2018
Q3 		$338K Buy
2,874
+2,291
+393% +$272K 0.11% 225
2018
Q2 		$68.2K Sell
583
-3,477
-86% -$391K 0.02% 381
2018
Q1 		$454K Buy
+4,060
New +$448K 0.14% 195

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atlas Capital Advisors's VPU Position: Q1 2026 in Review

Atlas Capital Advisors increased its Vanguard Utilities ETF (VPU) stake by 31% in Q1 2026, buying an estimated $112K and bringing the position to 2,412 shares worth $478K. The position accounts for 0.05% of the portfolio, ranked #266.

Atlas Capital Advisors first reported a position in VPU in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.53M in Q2 2019. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Atlas Capital Advisors held 2,412 shares of Vanguard Utilities ETF worth $478K as of Q1 2026.
  • Atlas Capital Advisors bought 575 Vanguard Utilities ETF shares in Q1 2026, an estimated $112K.
  • Vanguard Utilities ETF made up 0.05% of Atlas Capital Advisors's portfolio in Q1 2026, its #266 holding.
  • Atlas Capital Advisors first reported a position in Vanguard Utilities ETF in Q1 2018 and has held it in 32 quarters since.
  • Atlas Capital Advisors's Vanguard Utilities ETF position peaked at $1.53M in Q2 2019.
  • 672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.