CoreCap Advisors
VPU icon

CoreCap Advisors’s Vanguard Utilities ETF VPU Stock Holding History

CoreCap 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
Q3 		$2.28M Buy
13,305
+1,845
+16% +$347K 0.07% 238
2026
Q2 		$2.24M Buy
11,460
+740
+7% +$145K 0.07% 235
2026
Q1 		$2.12M Buy
10,720
+1,089
+11% +$212K 0.07% 227
2025
Q4 		$1.78M Buy
9,631
+759
+9% +$146K 0.06% 263
2025
Q3 		$1.68M Buy
8,872
+324
+4% +$59.3K 0.06% 263
2025
Q2 		$1.51M Sell
8,548
-250
-3% -$43.1K 0.06% 263
2025
Q1 		$1.5M Buy
8,798
+513
+6% +$86.7K 0.07% 257
2024
Q4 		$1.35M Buy
8,285
+765
+10% +$131K 0.06% 284
2024
Q3 		$1.31M Buy
7,520
+198
+3% +$31.8K 0.06% 280
2024
Q2 		$1.08M Buy
7,322
+1,413
+24% +$211K 0.11% 152
2024
Q1 		$843K Buy
5,909
+977
+20% +$132K 0.04% 319
2023
Q4 		$676K Sell
4,932
-16,276
-77% -$2.15M 0.04% 298
2023
Q3 		$2.7M Buy
21,208
+820
+4% +$115K 0.2% 103
2023
Q2 		$2.9M Buy
+20,388
New +$2.99M 0.21% 97
2022
Q4 		$944K Buy
6,157
+180
+3% +$26.7K 0.07% 248
2022
Q3 		$850K Sell
5,977
-7
-0.1% -$1.12K 0.07% 240
2022
Q2 		$912K Buy
5,984
+610
+11% +$96K 0.07% 226
2022
Q1 		$870K Buy
5,374
+78
+1% +$11.8K 0.06% 250
2021
Q4 		$828K Buy
+5,296
New +$781K 0.06% 267

Other funds holding VPU

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Econ Financial Services
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
Porter White Investment Advisors
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
David Kennon
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MRA Advisory Group
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

CoreCap Advisors's VPU Position: Q3 2026 in Review

CoreCap Advisors increased its Vanguard Utilities ETF (VPU) stake by 16% in Q3 2026, buying an estimated $347K and bringing the position to 13,305 shares worth $2.28M. The position accounts for 0.07% of the portfolio, ranked #238.

CoreCap Advisors first reported a position in VPU in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.9M in Q2 2023. 161 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • CoreCap Advisors held 13,305 shares of Vanguard Utilities ETF worth $2.28M as of Q3 2026.
  • CoreCap Advisors bought 1,845 Vanguard Utilities ETF shares in Q3 2026, an estimated $347K.
  • Vanguard Utilities ETF made up 0.07% of CoreCap Advisors's portfolio in Q3 2026, its #238 holding.
  • CoreCap Advisors first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's Vanguard Utilities ETF position peaked at $2.9M in Q2 2023.
  • 161 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.