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Elevation Capital Advisory’s Vanguard Utilities ETF VPU Stock Holding History

Elevation Capital Advisory’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
2025
Q1 		– Sell
-2,301
Closed -$376K – 79
2024
Q4 		$376K Buy
2,301
+1,102
+92% +$189K 0.16% 39
2024
Q3 		$209K Buy
+1,199
New +$193K 0.09% 55

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Elevation Capital Advisory's VPU Position: Q1 2025 in Review

Elevation Capital Advisory sold out of Vanguard Utilities ETF (VPU) in Q1 2025, closing a stake of 2,301 shares — an estimated $376K sold.

Elevation Capital Advisory first reported a position in VPU in Q3 2024 and held it in 2 quarters. The position peaked at $376K in Q4 2024. 605 funds tracked by Wall St. Rank hold VPU as of Q1 2025.

  • Elevation Capital Advisory reported no remaining Vanguard Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Elevation Capital Advisory sold 2,301 Vanguard Utilities ETF shares in Q1 2025, an estimated $376K.
  • Elevation Capital Advisory first reported a position in Vanguard Utilities ETF in Q3 2024 and held it in 2 quarters.
  • Elevation Capital Advisory's Vanguard Utilities ETF position peaked at $376K in Q4 2024.
  • 605 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2025.

Based on Elevation Capital Advisory's 13F filing for Q1 2025, filed 13 May 2025.