RIA
VPU

Regal Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Regal 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
2024
Q4 		– Sell
-6,650
Closed -$1.16M – 519
2024
Q3 		$1.16M Sell
6,650
-1,508
-18% -$242K 0.08% 230
2024
Q2 		$1.21M Sell
8,158
-480
-6% -$71.5K 0.08% 233
2024
Q1 		$1.23M Buy
+8,638
New +$1.17M 0.08% 221
2022
Q4 		– Sell
-17,729
Closed -$2.52M – 525
2022
Q3 		$2.52M Sell
17,729
-350
-2% -$55.8K 0.27% 100
2022
Q2 		$2.75M Buy
18,079
+41
+0.2% +$6.45K 0.29% 88
2022
Q1 		$2.92M Buy
18,038
+7,515
+71% +$1.14M 0.27% 96
2021
Q4 		$1.65M Buy
10,523
+4,045
+62% +$597K 0.15% 147
2021
Q3 		$901K Buy
6,478
+2,055
+46% +$300K 0.09% 247
2021
Q2 		$614K Buy
+4,423
New +$634K 0.06% 301
2021
Q1 		– Sell
-5,766
Closed -$791K – 421
2020
Q4 		$791K Buy
+5,766
New +$795K 0.09% 209
2020
Q3 		– Sell
-9,025
Closed -$1.12M – 293
2020
Q2 		$1.12M Buy
+9,025
New +$1.14M 0.2% 111
2020
Q1 		– Sell
-5,115
Closed -$731K – 304
2019
Q4 		$731K Sell
5,115
-930
-15% -$131K 0.13% 160
2019
Q3 		$868K Sell
6,045
-1,459
-19% -$200K 0.17% 145
2019
Q2 		$998K Buy
+7,504
New +$981K 0.19% 132
2015
Q4 		– Sell
-972
Closed -$90K – 872
2015
Q3 		$90K Sell
972
-158
-14% -$14.7K 0.02% 358
2015
Q2 		$101K Sell
1,130
-66
-6% -$6.29K 0.03% 333
2015
Q1 		$116K Buy
1,196
+2
+0.2% +$201 0.03% 318
2014
Q4 		$122K Buy
1,194
+281
+31% +$27.6K 0.03% 278
2014
Q3 		$83K Hold
913
– – 0.03% 331
2014
Q2 		$88K Hold
913
– – 0.03% 299
2014
Q1 		$83K Buy
+913
New +$78.7K 0.04% 286
2013
Q4 		– Sell
-2,781
Closed -$227K – 964
2013
Q3 		$227K Buy
2,781
+1,044
+60% +$86.9K 0.13% 154
2013
Q2 		$143K Buy
+1,737
New +$148K 0.08% 191

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Regal Investment Advisors's VPU Position: Q4 2024 in Review

Regal Investment Advisors sold out of Vanguard Utilities ETF (VPU) in Q4 2024, closing a stake of 6,650 shares — an estimated $1.16M sold.

Regal Investment Advisors first reported a position in VPU in Q2 2013 and held it in 23 quarters. The position peaked at $2.92M in Q1 2022. 593 funds tracked by Wall St. Rank hold VPU as of Q4 2024.

  • Regal Investment Advisors reported no remaining Vanguard Utilities ETF position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 6,650 Vanguard Utilities ETF shares in Q4 2024, an estimated $1.16M.
  • Regal Investment Advisors first reported a position in Vanguard Utilities ETF in Q2 2013 and held it in 23 quarters.
  • Regal Investment Advisors's Vanguard Utilities ETF position peaked at $2.92M in Q1 2022.
  • 593 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.