How many shares of VPU does CAPTRUST FINANCIAL ADVISORS own?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS holds 155,280 shares of VPU (VANGUARD UTILITIES ETF).

What is CAPTRUST FINANCIAL ADVISORS's VPU position worth?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS's VPU position is worth $30.4M.

Is CAPTRUST FINANCIAL ADVISORS buying or selling VPU?

In 2026-Q2, CAPTRUST FINANCIAL ADVISORS decreased their VPU position (-3.3% change in shares).

When did CAPTRUST FINANCIAL ADVISORS first buy VPU?

Based on available 13F filings, CAPTRUST FINANCIAL ADVISORS first reported a position in VPU in 2018-Q4. They have held the position across 30 quarters.

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CAPTRUST FINANCIAL ADVISORS

VPU
30 quarters

Position history for CAPTRUST FINANCIAL ADVISORS's holdings in VANGUARD UTILITIES ETF

Current Value

$30.4M

Current Shares

155,280

Total Value Change

+$30.4M

Total Shares Change

+155,129

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	155,280	-3.3%	$30.4M	0.0%	$195.73	0
2026-Q1	Decreased	160,640	-29.3%	$31.8M	0.1%	$196.83	0
2025-Q4	Decreased	227,153	-0.6%	$42M	0.1%	$182.61	0
2025-Q3	Decreased	228,572	-0.2%	$43.3M	0.1%	$185.56	0
2025-Q2	Increased	228,944	+2.0%	$40.4M	0.1%	$171.79	30
2025-Q1	Increased	224,353	+14.2%	$38.3M	0.1%	$165.08	33
2024-Q4	Increased	196,468	+0.4%	$32.1M	0.1%	$156.80	29
2024-Q3	Increased	195,762	+31.0%	$34.1M	0.1%	$165.71	44
2024-Q2	Decreased	149,463	-0.5%	$22.1M	0.1%	$141.63	0
2024-Q1	Increased	150,235	+2.5%	$21.4M	0.1%	$135.39	29
2023-Q4	Decreased	146,562	-7.0%	$20.1M	0.1%	$129.13	0
2023-Q3	Decreased	157,513	-6.8%	$20.1M	0.1%	$119.01	0
2023-Q2	Decreased	168,987	-5.2%	$24M	0.1%	$129.71	0
2023-Q1	Decreased	178,204	-13.0%	$26.3M	0.1%	$133.54	0
2022-Q4	Decreased	204,749	-7.3%	$31.4M	0.2%	$139.52	0
2022-Q3	Increased	220,998	+9.7%	$31.4M	0.2%	$126.76	38
2022-Q2	Decreased	201,478	-4.4%	$30.7M	0.2%	$134.59	0
2022-Q1	Decreased	210,808	-16.3%	$34.1M	0.2%	$141.88	0
2021-Q4	Decreased	251,983	-3.8%	$39.4M	0.3%	$136.24	0
2021-Q3	Increased	261,982	+12.1%	$36.7M	0.3%	$120.37	39
2021-Q2	Increased	233,806	+823.0%	$32.4M	0.3%	$119.02	56
2021-Q1	Increased	25,331	+137x	$3.6M	0.0%	$119.65	43
2020-Q4	Increased	183	+182x	$25,000	0.0%	$116.05	31
2020-Q3	Decreased	1	-99.5%	$0	0.0%	$108.12	0
2020-Q2	New	183	-	$23,000	0.0%	$102.85	26
2019-Q4	Exited	0	-100.0%	$0	0.0%	$117.93	0
2019-Q3	Increased	624	+415.7%	$90,000	0.0%	$118.17	35
2019-Q2	Unchanged	121	0.0%	$16,000	0.0%	$108.58	0
2019-Q1	Decreased	121	-19.9%	$16,000	0.0%	$105.10	0
2018-Q4	New	151	-	$18,000	0.0%	$94.55	26

Other major holders of VPU: EXCHANGE TRADED CONCEPTS, LLC, MORGAN STANLEY

VPU30 quarters

VPU
30 quarters