CIA
VPU

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

Capital Investment 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 		$359K Buy
1,810
+129
+8% +$25.1K 0.01% 566
2025
Q4 		$311K Sell
1,681
-127
-7% -$24.4K ﹤0.01% 592
2025
Q3 		$342K Buy
1,808
+377
+26% +$69.1K 0.01% 555
2025
Q2 		$253K Buy
1,431
+257
+22% +$44.3K ﹤0.01% 610
2025
Q1 		$200K Buy
+1,174
New +$198K ﹤0.01% 641
2024
Q4 		– Sell
-1,322
Closed -$230K – 697
2024
Q3 		$230K Buy
+1,322
New +$212K ﹤0.01% 585

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

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

Capital Investment Advisors increased its Vanguard Utilities ETF (VPU) stake by 7.7% in Q1 2026, buying an estimated $25.1K and bringing the position to 1,810 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #566.

Capital Investment Advisors first reported a position in VPU in Q3 2024 and has held it in 6 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Capital Investment Advisors held 1,810 shares of Vanguard Utilities ETF worth $359K as of Q1 2026.
  • Capital Investment Advisors bought 129 Vanguard Utilities ETF shares in Q1 2026, an estimated $25.1K.
  • Vanguard Utilities ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #566 holding.
  • Capital Investment Advisors first reported a position in Vanguard Utilities ETF in Q3 2024 and has held it in 6 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.