RCA
VPU

Ranch Capital Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Ranch 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
2026
Q1 		$274K Buy
+1,383
New +$269K 0.1% 134
2021
Q4 		– Sell
-226
Closed -$31K – 585
2021
Q3 		$31K Sell
226
-12
-5% -$1.75K 0.02% 320
2021
Q2 		$33K Buy
238
+2
+0.8% +$287 0.02% 382
2021
Q1 		$33K Buy
236
+1
+0.4% +$136 0.02% 364
2020
Q4 		$32K Buy
235
+2
+0.9% +$276 0.02% 365
2020
Q3 		$30K Sell
233
-76
-25% -$9.83K 0.02% 368
2020
Q2 		$41K Buy
309
+55
+22% +$6.96K 0.03% 337
2020
Q1 		$31K Sell
254
-99
-28% -$13.9K 0.03% 359
2019
Q4 		$50K Buy
+353
New +$49.6K 0.04% 340

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 $376B 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return