Cape Investment Advisory, Inc. Vanguard Utilities ETF Transaction History

Cape Investment Advisory, Inc.

$102 Billion
Q3 2025

A detailed history of Cape Investment Advisory, Inc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 831 shares of VPU stock, worth $159,842. This represents 0.15% of its overall portfolio holdings.

Number of Shares

831

Previous 1,219 31.83%

Holding current value

$159,842

Previous $215 Million 26.86%

% of portfolio

0.15%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 29, 2025	SELL	$175.25 - $189.41 $67,997 - $73,491	-388 Reduced 31.83%	831 $157 Million
Q2 2025 Aug 19, 2025	SELL	$158.36 - $178.82 $72,528 - $81,899	-458 Reduced 27.31%	1,219 $215 Million
Q1 2025 May 16, 2025	BUY	$161.24 - $173.33 $1,612 - $1,733	10 Added 0.6%	1,677 $286 Million
Q4 2024 Feb 05, 2025	BUY	$160.52 - $179.11 $24,720 - $27,582	154 Added 10.18%	1,667 $272 Million
Q3 2024 Nov 14, 2024	SELL	$146.64 - $174.54 $2,346 - $2,792	-16 Reduced 1.05%	1,513 $263 Million

Q2 2024 Aug 14, 2024	BUY	$136.04 - $157.94 $29,792 - $34,588	219 Added 16.72%	1,529 $226 Million
Q1 2024 Jun 21, 2024	BUY	$129.56 - $142.58 $130,985 - $144,148	1,011 Added 338.13%	1,310 $187 Million
Q4 2023 Feb 12, 2024	SELL	$121.65 - $142.23 $110,701 - $129,429	-910 Reduced 75.27%	299 $41 Million
Q3 2023 Nov 06, 2023	BUY	$127.23 - $148.54 $105,600 - $123,288	830 Added 219.0%	1,209 $154 Million
Q2 2023 Oct 12, 2023	BUY	$140.07 - $152.05 $3,361 - $3,649	24 Added 6.76%	379 $53.9 Million
Q1 2023 Oct 12, 2023	BUY	$139.89 - $156.95 $49,660 - $55,717	355 New	355 $52.4 Million

Others Institutions Holding VPU

# of Institutions

698

Shares Held

13.7M

Call Options Held

26.3K

Put Options Held

4.1K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

More about VPU

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Cape Investment Advisory, Inc. Vanguard Utilities ETF Transaction History