CSC
VPU

Caldwell Sutter Capital’s Vanguard Utilities ETF VPU Stock Holding History

Caldwell Sutter Capital’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 		– Sell
-13
Closed -$2.41K – 909
2025
Q4 		$2.41K Buy
+13
New +$2.5K ﹤0.01% 722

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Caldwell Sutter Capital's VPU Position: Q1 2026 in Review

Caldwell Sutter Capital sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 13 shares — an estimated $2.41K sold.

Caldwell Sutter Capital first reported a position in VPU in Q4 2025 and held it in 1 quarter. The position peaked at $2.41K in Q4 2025. 678 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Caldwell Sutter Capital reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Caldwell Sutter Capital sold 13 Vanguard Utilities ETF shares in Q1 2026, an estimated $2.41K.
  • Caldwell Sutter Capital first reported a position in Vanguard Utilities ETF in Q4 2025 and held it in 1 quarter.
  • Caldwell Sutter Capital's Vanguard Utilities ETF position peaked at $2.41K in Q4 2025.
  • 678 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.