U.S. Capital Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

U.S. Capital Wealth 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	$3.93M	Buy	19,833 +5,618	+40%	+$1.09M	0.1%	230
2025 Q4	$2.63M	Buy	14,215 +1,158	+9%	+$222K	0.07%	278
2025 Q3	$2.47M	Sell	13,057 -193	-1%	-$35.4K	0.07%	285
2025 Q2	$2.34M	Buy	13,250 +658	+5%	+$114K	0.07%	271
2025 Q1	$2.15M	Buy	12,592 +138	+1%	+$23.3K	0.07%	271
2024 Q4	$2.04M	Sell	12,454 -2,250	-15%	-$385K	0.06%	300
2024 Q3	$2.56M	Buy	14,704 +9,186	+166%	+$1.48M	0.09%	210
2024 Q2	$816K	Buy	5,518 +2,735	+98%	+$408K	0.03%	369
2024 Q1	$397K	Buy	2,783 +1,245	+81%	+$168K	0.02%	506
2023 Q4	$211K	Sell	1,538 -145	-9%	-$19.1K	0.01%	626
2023 Q3	$215K	Sell	1,683 -990	-37%	-$138K	0.01%	582
2023 Q2	$380K	Sell	2,673 -2,836	-51%	-$415K	0.02%	491
2023 Q1	$813K	Sell	5,509 -25	-0.5%	-$3.7K	0.04%	340
2022 Q4	$849K	Sell	5,534 -341	-6%	-$50.5K	0.04%	362
2022 Q3	$836K	Sell	5,875 -1,524	-21%	-$243K	0.04%	350
2022 Q2	$1.13M	Buy	7,399 +284	+4%	+$44.7K	0.05%	330
2022 Q1	$1.15M	Buy	7,115 +444	+7%	+$67.1K	0.04%	373
2021 Q4	$1.04M	Buy	6,671 +3,264	+96%	+$481K	0.04%	394
2021 Q3	$474K	Buy	+3,407	New	+$497K	0.02%	519

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

U.S. Capital Wealth Advisors's VPU Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Vanguard Utilities ETF (VPU) stake by 40% in Q1 2026, buying an estimated $1.09M and bringing the position to 19,833 shares worth $3.93M. The position accounts for 0.1% of the portfolio, ranked #230.

U.S. Capital Wealth Advisors first reported a position in VPU in Q3 2021 and has held it in 19 quarters since. 678 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

U.S. Capital Wealth Advisors held 19,833 shares of Vanguard Utilities ETF worth $3.93M as of Q1 2026.
U.S. Capital Wealth Advisors bought 5,618 Vanguard Utilities ETF shares in Q1 2026, an estimated $1.09M.
Vanguard Utilities ETF made up 0.1% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #230 holding.
U.S. Capital Wealth Advisors first reported a position in Vanguard Utilities ETF in Q3 2021 and has held it in 19 quarters since.
678 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.