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
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 $1.66T 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

Caprock Group's VPU Position: Q1 2026 in Review

Caprock Group reduced its Vanguard Utilities ETF (VPU) stake by 1.8% in Q1 2026, selling an estimated $10.1K and leaving 2,899 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #704.

Caprock Group first reported a position in VPU in Q4 2024 and has held it in 5 quarters since. The position peaked at $594K in Q3 2025. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Caprock Group held 2,899 shares of Vanguard Utilities ETF worth $575K as of Q1 2026.
  • Caprock Group sold 52 Vanguard Utilities ETF shares in Q1 2026, an estimated $10.1K.
  • Vanguard Utilities ETF made up 0.01% of Caprock Group's portfolio in Q1 2026, its #704 holding.
  • Caprock Group first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 5 quarters since.
  • Caprock Group's Vanguard Utilities ETF position peaked at $594K in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.