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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CX Institutional's VPU Position: Q2 2026 in Review

CX Institutional reduced its Vanguard Utilities ETF (VPU) stake by 4.9% in Q2 2026, selling an estimated $52K and leaving 5,191 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #330.

CX Institutional first reported a position in VPU in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.7M in Q4 2024. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • CX Institutional held 5,191 shares of Vanguard Utilities ETF worth $1.02M as of Q2 2026.
  • CX Institutional sold 265 Vanguard Utilities ETF shares in Q2 2026, an estimated $52K.
  • Vanguard Utilities ETF made up 0.03% of CX Institutional's portfolio in Q2 2026, its #330 holding.
  • CX Institutional first reported a position in Vanguard Utilities ETF in Q1 2021 and has held it in 14 quarters since.
  • CX Institutional's Vanguard Utilities ETF position peaked at $1.7M in Q4 2024.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.