CG
VPU

Caprock Group’s Vanguard Utilities ETF VPU Stock Holding History

Caprock Group’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 		$570K Buy
2,911
+12
+0.4% +$2.35K 0.01% 807
2026
Q1 		$575K Sell
2,899
-52
-2% -$10.1K 0.01% 704
2025
Q4 		$546K Sell
2,951
-299
-9% -$57.4K 0.01% 787
2025
Q3 		$594K Buy
+3,250
New +$595K 0.01% 740
2025
Q1 		$555K Buy
3,251
+1,240
+62% +$209K 0.02% 679
2024
Q4 		$329K Buy
+2,011
New +$344K 0.01% 765

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

Caprock Group's VPU Position: Q2 2026 in Review

Caprock Group increased its Vanguard Utilities ETF (VPU) stake by 0.41% in Q2 2026, buying an estimated $2.35K and bringing the position to 2,911 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #807.

Caprock Group first reported a position in VPU in Q4 2024 and has held it in 6 quarters since. The position peaked at $594K in Q3 2025. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Caprock Group held 2,911 shares of Vanguard Utilities ETF worth $570K as of Q2 2026.
  • Caprock Group bought 12 Vanguard Utilities ETF shares in Q2 2026, an estimated $2.35K.
  • Vanguard Utilities ETF made up 0.01% of Caprock Group's portfolio in Q2 2026, its #807 holding.
  • Caprock Group first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 6 quarters since.
  • Caprock Group's Vanguard Utilities ETF position peaked at $594K in Q3 2025.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.