Cora Capital Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Cora Capital 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 Q1	$492K	Hold	2,485	–	–	0.16%	69
2025 Q4	$460K	Buy	2,485 +75	+3%	+$14.4K	0.18%	67
2025 Q3	$456K	Hold	2,410	–	–	0.19%	63
2025 Q2	$425K	Buy	2,410 +605	+34%	+$104K	0.19%	62
2025 Q1	$308K	Hold	1,805	–	–	0.15%	76
2024 Q4	$295K	Sell	1,805 -319	-15%	-$54.6K	0.14%	77
2024 Q3	$370K	Sell	2,124 -190	-8%	-$30.5K	0.18%	66
2024 Q2	$342K	Sell	2,314 -178	-7%	-$26.5K	0.18%	62
2024 Q1	$355K	Hold	2,492	–	–	0.19%	63
2023 Q4	$342K	Sell	2,492 -378	-13%	-$49.9K	0.2%	63
2023 Q3	$366K	Sell	2,870 -318	-10%	-$44.5K	0.25%	60
2023 Q2	$453K	Sell	3,188 -109	-3%	-$16K	0.3%	56
2023 Q1	$486K	Hold	3,297	–	–	0.36%	46
2022 Q4	$506K	Buy	+3,297	New	+$489K	0.35%	43

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cora Capital Advisors's VPU Position: Q1 2026 in Review

Cora Capital Advisors held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 2,485 shares worth $492K. The position accounts for 0.16% of the portfolio, ranked #69.

Cora Capital Advisors first reported a position in VPU in Q4 2022 and has held it in 14 quarters since. The position peaked at $506K in Q4 2022. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Cora Capital Advisors held 2,485 shares of Vanguard Utilities ETF worth $492K as of Q1 2026.
Cora Capital Advisors left its Vanguard Utilities ETF share count unchanged in Q1 2026.
Vanguard Utilities ETF made up 0.16% of Cora Capital Advisors's portfolio in Q1 2026, its #69 holding.
Cora Capital Advisors first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 14 quarters since.
Cora Capital Advisors's Vanguard Utilities ETF position peaked at $506K in Q4 2022.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Cora Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.