PCIA
VPU

Prime Capital Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Prime Capital Investment 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
2026
Q2 		$818K Sell
4,180
-134
-3% -$26.3K 0.01% 568
2026
Q1 		$855K Sell
4,314
-62
-1% -$12K 0.01% 537
2025
Q4 		$810K Sell
4,376
-130
-3% -$25K 0.01% 532
2025
Q3 		$854K Sell
4,506
-360
-7% -$65.9K 0.01% 510
2025
Q2 		$859K Sell
4,866
-1,776
-27% -$306K 0.01% 497
2025
Q1 		$1.13M Sell
6,642
-1,806
-21% -$305K 0.01% 474
2024
Q4 		$1.38M Sell
8,448
-1,037
-11% -$177K 0.02% 368
2024
Q3 		$1.65M Buy
9,485
+221
+2% +$35.5K 0.02% 344
2024
Q2 		$1.37M Sell
9,264
-530
-5% -$79K 0.02% 376
2024
Q1 		$1.4M Sell
9,794
-242
-2% -$32.7K 0.02% 406
2023
Q4 		$1.38M Sell
10,036
-799
-7% -$105K 0.02% 383
2023
Q3 		$1.38M Buy
10,835
+8,612
+387% +$1.2M 0.03% 303
2023
Q2 		$316K Buy
+2,223
New +$326K 0.01% 588
2023
Q1 		– Sell
-1,900
Closed -$291K – 663
2022
Q4 		$291K Buy
+1,900
New +$282K 0.01% 430
2021
Q2 		– Sell
-761
Closed -$107K – 541
2021
Q1 		$107K Sell
761
-700
-48% -$95.4K 0.01% 280
2020
Q4 		$200K Buy
1,461
+14
+1% +$1.93K 0.02% 239
2020
Q3 		$187K Sell
1,447
-540
-27% -$69.9K 0.02% 246
2020
Q2 		$246K Sell
1,987
-15
-0.7% -$1.9K 0.02% 219
2020
Q1 		$244K Buy
2,002
+844
+73% +$119K 0.03% 187
2019
Q4 		$165K Sell
1,158
-28
-2% -$3.94K 0.02% 204
2019
Q3 		$170K Buy
+1,186
New +$163K 0.03% 207

Other funds holding VPU

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Prime Capital Investment Advisors's VPU Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Vanguard Utilities ETF (VPU) stake by 3.1% in Q2 2026, selling an estimated $26.3K and leaving 4,180 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #568.

Prime Capital Investment Advisors first reported a position in VPU in Q3 2019 and has held it in 21 quarters since. The position peaked at $1.65M in Q3 2024. 556 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Prime Capital Investment Advisors held 4,180 shares of Vanguard Utilities ETF worth $818K as of Q2 2026.
  • Prime Capital Investment Advisors sold 134 Vanguard Utilities ETF shares in Q2 2026, an estimated $26.3K.
  • Vanguard Utilities ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #568 holding.
  • Prime Capital Investment Advisors first reported a position in Vanguard Utilities ETF in Q3 2019 and has held it in 21 quarters since.
  • Prime Capital Investment Advisors's Vanguard Utilities ETF position peaked at $1.65M in Q3 2024.
  • 556 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.