RPCA
VPU

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
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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return