CI
VPU

CX Institutional’s Vanguard Utilities ETF VPU Stock Holding History

CX Institutional’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
Q2 		$1.02M Sell
5,191
-265
-5% -$52K 0.03% 330
2026
Q1 		$1.08M Sell
5,456
-367
-6% -$71.3K 0.03% 330
2025
Q4 		$1.08M Sell
5,823
-297
-5% -$57K 0.03% 278
2025
Q3 		$1.16M Buy
6,120
+1,374
+29% +$252K 0.04% 278
2025
Q2 		$838K Sell
4,746
-3,723
-44% -$642K 0.03% 290
2025
Q1 		$1.45M Sell
8,469
-1,957
-19% -$331K 0.05% 231
2024
Q4 		$1.7M Buy
10,426
+3,909
+60% +$669K 0.07% 188
2024
Q3 		$1.13M Sell
6,517
-1,708
-21% -$275K 0.05% 266
2024
Q2 		$1.22M Sell
8,225
-78
-0.9% -$11.6K 0.06% 250
2024
Q1 		$1.18M Buy
8,303
+1,026
+14% +$139K 0.06% 256
2023
Q4 		$998K Buy
+7,277
New +$961K 0.05% 256
2022
Q3 		– Sell
-538
Closed -$82K – 1113
2022
Q2 		$82K Buy
+538
New +$84.7K 0.01% 579
2021
Q3 		– Sell
-68
Closed -$9K – 981
2021
Q2 		$9K Sell
68
-55
-45% -$7.88K ﹤0.01% 842
2021
Q1 		$17K Buy
+123
New +$16.8K ﹤0.01% 703

Other funds holding VPU

MAG
MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return