BCA
VPU

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

Bray 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
2024
Q4 		$5.72K Hold
35
– – ﹤0.01% 237
2024
Q3 		$6.09K Hold
35
– – ﹤0.01% 238
2024
Q2 		$5.18K Hold
35
– – ﹤0.01% 237
2024
Q1 		$4.99K Hold
35
– – ﹤0.01% 244
2023
Q4 		$4.8K Buy
+35
New +$4.62K ﹤0.01% 243

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bray Capital Advisors's VPU Position: Q4 2024 in Review

Bray Capital Advisors held its Vanguard Utilities ETF (VPU) position steady in Q4 2024 at 35 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Bray Capital Advisors first reported a position in VPU in Q4 2023 and has held it in 5 quarters since. The position peaked at $6.09K in Q3 2024. 593 funds tracked by Wall St. Rank hold VPU as of Q4 2024.

  • Bray Capital Advisors held 35 shares of Vanguard Utilities ETF worth $5.72K as of Q4 2024.
  • Bray Capital Advisors left its Vanguard Utilities ETF share count unchanged in Q4 2024.
  • Vanguard Utilities ETF made up ﹤0.01% of Bray Capital Advisors's portfolio in Q4 2024, its #237 holding.
  • Bray Capital Advisors first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 5 quarters since.
  • Bray Capital Advisors's Vanguard Utilities ETF position peaked at $6.09K in Q3 2024.
  • 593 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.