CAS
VPU

Coppell Advisory Solutions’s Vanguard Utilities ETF VPU Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-2,399
Closed -$447K – 365
2025
Q4 		$447K Buy
2,399
+184
+8% +$35.3K 0.04% 268
2025
Q3 		$418K Buy
2,215
+938
+73% +$172K 0.04% 275
2025
Q2 		$225K Hold
1,277
– – 0.03% 340
2025
Q1 		$219K Sell
1,277
-82
-6% -$13.9K 0.03% 305
2024
Q4 		$222K Buy
1,359
+105
+8% +$18K 0.03% 260
2024
Q3 		$217K Sell
1,254
-13
-1% -$2.09K 0.03% 269
2024
Q2 		$187K Buy
+1,267
New +$189K 0.03% 269
2023
Q4 		$70K Buy
511
+213
+71% +$28.1K 0.01% 425
2023
Q3 		$45.8K Buy
298
+1
+0.3% +$140 0.02% 334
2023
Q2 		$41.8K Sell
297
-1,699
-85% -$249K 0.01% 439
2023
Q1 		$292K Buy
1,996
+1,698
+570% +$251K 0.1% 164
2022
Q4 		$45.8K Buy
+298
New +$44.2K 0.02% 337

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

Coppell Advisory Solutions's VPU Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 2,399 shares — an estimated $447K sold.

Coppell Advisory Solutions first reported a position in VPU in Q4 2022 and held it in 12 quarters. The position peaked at $447K in Q4 2025. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,399 Vanguard Utilities ETF shares in Q1 2026, an estimated $447K.
  • Coppell Advisory Solutions first reported a position in Vanguard Utilities ETF in Q4 2022 and held it in 12 quarters.
  • Coppell Advisory Solutions's Vanguard Utilities ETF position peaked at $447K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.