Cetera Investment Advisers
VPU

Cetera Investment Advisers’s Vanguard Utilities ETF VPU Stock Holding History

Cetera Investment Advisers’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 		$37.3M Buy
188,013
+2,631
+1% +$511K 0.04% 461
2025
Q4 		$34.3M Buy
185,382
+124
+0.1% +$23.8K 0.04% 451
2025
Q3 		$35.1M Buy
185,258
+19,095
+11% +$3.5M 0.04% 438
2025
Q2 		$29.3M Sell
166,163
-52,172
-24% -$9M 0.05% 385
2025
Q1 		$37.3M Buy
218,335
+14,147
+7% +$2.39M 0.07% 283
2024
Q4 		$33.4M Buy
204,188
+5,971
+3% +$1.02M 0.07% 282
2024
Q3 		$34.5M Buy
198,217
+762
+0.4% +$122K 0.08% 262
2024
Q2 		$29.2M Sell
197,455
-933
-0.5% -$139K 0.07% 289
2024
Q1 		$28.3M Buy
198,388
+177,422
+846% +$24M 0.07% 292
2023
Q4 		$2.87M Sell
20,966
-64,993
-76% -$8.58M 0.02% 641
2023
Q3 		$11M Buy
85,959
+68,551
+394% +$9.59M 0.09% 200
2023
Q2 		$2.47M Sell
17,408
-3,320
-16% -$486K 0.02% 681
2023
Q1 		$3.06M Sell
20,728
-5,145
-20% -$762K 0.03% 563
2022
Q4 		$3.97M Buy
25,873
+7,094
+38% +$1.05M 0.04% 456
2022
Q3 		$2.67M Sell
18,779
-19
-0.1% -$3.03K 0.05% 369
2022
Q2 		$2.86M Sell
18,798
-31,599
-63% -$4.97M 0.05% 414
2022
Q1 		$8.15M Buy
50,397
+8,749
+21% +$1.32M 0.12% 185
2021
Q4 		$6.51M Buy
41,648
+2,217
+6% +$327K 0.09% 232
2021
Q3 		$5.49M Sell
39,431
-7,471
-16% -$1.09M 0.09% 252
2021
Q2 		$6.51M Buy
46,902
+14,403
+44% +$2.06M 0.1% 208
2021
Q1 		$4.57M Sell
32,499
-3,919
-11% -$534K 0.09% 242
2020
Q4 		$5M Buy
+36,418
New +$5.02M 0.1% 229
2020
Q1 		– Sell
-8,288
Closed -$1.19M – 624
2019
Q4 		$1.19M Sell
8,288
-272
-3% -$38.3K 0.12% 188
2019
Q3 		$1.23M Buy
8,560
+1,373
+19% +$188K 0.15% 160
2019
Q2 		$956K Buy
+7,187
New +$940K 0.12% 184
2019
Q1 		– Sell
-2,032
Closed -$238K – 503
2018
Q4 		$238K Buy
2,032
+1
+0% +$121 0.04% 391
2018
Q3 		$238K Sell
2,031
-29
-1% -$3.44K 0.03% 423
2018
Q2 		$237K Sell
2,060
-75
-4% -$8.42K 0.04% 361
2018
Q1 		$237K Buy
2,135
+48
+2% +$5.3K 0.04% 331
2017
Q4 		$242K Buy
+2,087
New +$252K 0.04% 353

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

Cetera Investment Advisers's VPU Position: Q1 2026 in Review

Cetera Investment Advisers increased its Vanguard Utilities ETF (VPU) stake by 1.4% in Q1 2026, buying an estimated $511K and bringing the position to 188,013 shares worth $37.3M. The position accounts for 0.04% of the portfolio, ranked #461.

Cetera Investment Advisers first reported a position in VPU in Q4 2017 and has held it in 30 quarters since. The position peaked at $37.3M in Q1 2025. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Cetera Investment Advisers held 188,013 shares of Vanguard Utilities ETF worth $37.3M as of Q1 2026.
  • Cetera Investment Advisers bought 2,631 Vanguard Utilities ETF shares in Q1 2026, an estimated $511K.
  • Vanguard Utilities ETF made up 0.04% of Cetera Investment Advisers's portfolio in Q1 2026, its #461 holding.
  • Cetera Investment Advisers first reported a position in Vanguard Utilities ETF in Q4 2017 and has held it in 30 quarters since.
  • Cetera Investment Advisers's Vanguard Utilities ETF position peaked at $37.3M in Q1 2025.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.