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
Q2 		$338K Sell
1,725
-85
-5% -$16.7K ﹤0.01% 611
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 $1.89T 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 22.9% 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

Capital Investment Advisors's VPU Position: Q2 2026 in Review

Capital Investment Advisors reduced its Vanguard Utilities ETF (VPU) stake by 4.7% in Q2 2026, selling an estimated $16.7K and leaving 1,725 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Capital Investment Advisors first reported a position in VPU in Q3 2024 and has held it in 7 quarters since. The position peaked at $359K in Q1 2026. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Capital Investment Advisors held 1,725 shares of Vanguard Utilities ETF worth $338K as of Q2 2026.
  • Capital Investment Advisors sold 85 Vanguard Utilities ETF shares in Q2 2026, an estimated $16.7K.
  • Vanguard Utilities ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #611 holding.
  • Capital Investment Advisors first reported a position in Vanguard Utilities ETF in Q3 2024 and has held it in 7 quarters since.
  • Capital Investment Advisors's Vanguard Utilities ETF position peaked at $359K in Q1 2026.
  • 697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.