CIA
VPU

Cape Investment Advisory’s Vanguard Utilities ETF VPU Stock Holding History

Cape Investment Advisory’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 		$103K Sell
527
-654
-55% -$128K 0.03% 343
2026
Q1 		$234K Buy
1,181
+55
+5% +$10.7K 0.08% 207
2025
Q4 		$208K Buy
1,126
+295
+35% +$56.6K 0.06% 205
2025
Q3 		$157K Sell
831
-388
-32% -$71.1K 0.15% 127
2025
Q2 		$215K Sell
1,219
-458
-27% -$79K 0.08% 177
2025
Q1 		$286K Buy
1,677
+10
+0.6% +$1.69K 0.11% 142
2024
Q4 		$272K Buy
1,667
+154
+10% +$26.4K 0.11% 143
2024
Q3 		$263K Sell
1,513
-16
-1% -$2.57K 0.11% 140
2024
Q2 		$226K Buy
1,529
+219
+17% +$32.6K 0.1% 139
2024
Q1 		$187K Buy
1,310
+1,011
+338% +$137K 0.09% 151
2023
Q4 		$41K Sell
299
-910
-75% -$120K 0.02% 383
2023
Q3 		$154K Buy
1,209
+830
+219% +$116K 0.09% 159
2023
Q2 		$53.9K Buy
379
+24
+7% +$3.52K 0.03% 272
2023
Q1 		$52.4K Buy
+355
New +$52.5K 0.03% 259

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

Cape Investment Advisory's VPU Position: Q2 2026 in Review

Cape Investment Advisory reduced its Vanguard Utilities ETF (VPU) stake by 55% in Q2 2026, selling an estimated $128K and leaving 527 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #343.

Cape Investment Advisory first reported a position in VPU in Q1 2023 and has held it in 14 quarters since. The position peaked at $286K in Q1 2025. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Cape Investment Advisory held 527 shares of Vanguard Utilities ETF worth $103K as of Q2 2026.
  • Cape Investment Advisory sold 654 Vanguard Utilities ETF shares in Q2 2026, an estimated $128K.
  • Vanguard Utilities ETF made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #343 holding.
  • Cape Investment Advisory first reported a position in Vanguard Utilities ETF in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's Vanguard Utilities ETF position peaked at $286K in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.