CAL
VPU

Capital Analysts LLC’s Vanguard Utilities ETF VPU Stock Holding History

Capital Analysts LLC’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 		$103K Buy
520
+244
+88% +$47.4K ﹤0.01% 790
2025
Q4 		$51K Hold
276
– – ﹤0.01% 915
2025
Q3 		$52K Buy
276
+196
+245% +$35.9K ﹤0.01% 873
2025
Q2 		$14K Hold
80
– – ﹤0.01% 1092
2025
Q1 		$14K Hold
80
– – ﹤0.01% 1073
2024
Q4 		$13K Hold
80
– – ﹤0.01% 1026
2024
Q3 		$14K Hold
80
– – ﹤0.01% 970
2024
Q2 		$12K Hold
80
– – ﹤0.01% 940
2024
Q1 		$11K Hold
80
– – ﹤0.01% 918
2023
Q4 		$11K Buy
+80
New +$10.6K ﹤0.01% 894
2021
Q1 		– Sell
-73
Closed -$10K – 1105
2020
Q4 		$10K Buy
73
+1
+1% +$138 ﹤0.01% 573
2020
Q3 		$9K Hold
72
– – ﹤0.01% 600
2020
Q2 		$9K Buy
72
+1
+1% +$127 ﹤0.01% 563
2020
Q1 		$9K Sell
71
-154
-68% -$21.6K ﹤0.01% 535
2019
Q4 		$32K Buy
+225
New +$31.6K ﹤0.01% 449

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 $376B 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return