Running Point Capital Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Running Point 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 Q2	–	Sell	-12	Closed	-$2.05K	–	192
2025 Q1	$2.05K	Hold	12	–	–	﹤0.01%	172
2024 Q4	$1.96K	Hold	12	–	–	﹤0.01%	156
2024 Q3	$2.09K	Buy	+12	New	+$1.93K	﹤0.01%	144
2023 Q2	–	Sell	-227	Closed	-$33.5K	–	157
2023 Q1	$33.5K	Buy	+227	New	+$33.6K	0.02%	117
2021 Q4	–	Sell	-237	Closed	-$33K	–	176
2021 Q3	$33K	Hold	237	–	–	0.01%	138
2021 Q2	$33K	Hold	237	–	–	0.02%	124
2021 Q1	$33K	Hold	237	–	–	0.02%	108
2020 Q4	$33K	Buy	+237	New	+$32.7K	0.02%	101

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

Running Point Capital Advisors's VPU Position: Q2 2025 in Review

Running Point Capital Advisors sold out of Vanguard Utilities ETF (VPU) in Q2 2025, closing a stake of 12 shares — an estimated $2.05K sold.

Running Point Capital Advisors first reported a position in VPU in Q4 2020 and held it in 8 quarters. The position peaked at $33.5K in Q1 2023. 619 funds tracked by Wall St. Rank hold VPU as of Q2 2025.

Running Point Capital Advisors reported no remaining Vanguard Utilities ETF position as of Q2 2025 after selling out during the quarter.
Running Point Capital Advisors sold 12 Vanguard Utilities ETF shares in Q2 2025, an estimated $2.05K.
Running Point Capital Advisors first reported a position in Vanguard Utilities ETF in Q4 2020 and held it in 8 quarters.
Running Point Capital Advisors's Vanguard Utilities ETF position peaked at $33.5K in Q1 2023.
619 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2025.

Based on Running Point Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.