FCAG
VPU

First Capital Advisors Group’s Vanguard Utilities ETF VPU Stock Holding History

First Capital Advisors Group’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
2023
Q2 		$10.7K Buy
+75
New +$11K 0.01% 531
2018
Q2 		– Sell
-160
Closed -$18K – 748
2018
Q1 		$18K Buy
+160
New +$17.7K 0.01% 452

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

First Capital Advisors Group's VPU Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Vanguard Utilities ETF (VPU) in Q2 2023: 75 shares worth $10.7K. The stake represents 0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in VPU as recently as Q1 2018.

First Capital Advisors Group first reported a position in VPU in Q1 2018 and has held it in 2 quarters since. The position peaked at $18K in Q1 2018. 489 funds tracked by Wall St. Rank hold VPU as of Q2 2023.

  • First Capital Advisors Group held 75 shares of Vanguard Utilities ETF worth $10.7K as of Q2 2023.
  • Vanguard Utilities ETF was a new First Capital Advisors Group position in Q2 2023.
  • Vanguard Utilities ETF made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #531 holding.
  • First Capital Advisors Group first reported a position in Vanguard Utilities ETF in Q1 2018 and has held it in 2 quarters since.
  • First Capital Advisors Group's Vanguard Utilities ETF position peaked at $18K in Q1 2018.
  • 489 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.