Miller Equity Capital Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Miller Equity Capital 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
2025 Q1	–	Sell	-5,105	Closed	-$834K	–	46
2024 Q4	$834K	Hold	5,105	–	–	0.32%	45
2024 Q3	$889K	Hold	5,105	–	–	0.35%	43
2024 Q2	$755K	Hold	5,105	–	–	0.31%	44
2024 Q1	$728K	Hold	5,105	–	–	0.3%	43
2023 Q4	$700K	Hold	5,105	–	–	0.32%	42
2023 Q3	$651K	Hold	5,105	–	–	0.34%	42
2023 Q2	$726K	Hold	5,105	–	–	0.37%	41
2023 Q1	$753K	Hold	5,105	–	–	0.42%	41
2022 Q4	$783K	Hold	5,105	–	–	0.51%	38
2022 Q3	$726K	Hold	5,105	–	–	0.53%	42
2022 Q2	$778K	Hold	5,105	–	–	0.66%	41
2022 Q1	$826K	Hold	5,105	–	–	0.7%	40
2021 Q4	$798K	Buy	5,105 +100	+2%	+$14.7K	0.74%	35
2021 Q3	$696K	Buy	5,005 +400	+9%	+$58.4K	0.68%	36
2021 Q2	$639K	Buy	4,605 +200	+5%	+$28.7K	0.66%	36
2021 Q1	$619K	Buy	4,405 +400	+10%	+$54.5K	0.78%	35
2020 Q4	$550K	Hold	4,005	–	–	0.73%	35
2020 Q3	$517K	Hold	4,005	–	–	0.78%	33
2020 Q2	$495K	Hold	4,005	–	–	0.8%	30
2020 Q1	$488K	Hold	4,005	–	–	0.92%	27
2019 Q4	$572K	Buy	+4,005	New	+$563K	0.73%	28

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Miller Equity Capital Advisors's VPU Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of Vanguard Utilities ETF (VPU) in Q1 2025, closing a stake of 5,105 shares — an estimated $834K sold.

Miller Equity Capital Advisors first reported a position in VPU in Q4 2019 and held it in 21 quarters. The position peaked at $889K in Q3 2024. 605 funds tracked by Wall St. Rank hold VPU as of Q1 2025.

Miller Equity Capital Advisors reported no remaining Vanguard Utilities ETF position as of Q1 2025 after selling out during the quarter.
Miller Equity Capital Advisors sold 5,105 Vanguard Utilities ETF shares in Q1 2025, an estimated $834K.
Miller Equity Capital Advisors first reported a position in Vanguard Utilities ETF in Q4 2019 and held it in 21 quarters.
Miller Equity Capital Advisors's Vanguard Utilities ETF position peaked at $889K in Q3 2024.
605 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.