Christensen King & Associates Investment Services’s Vanguard Utilities ETF VPU Stock Holding History

Christensen King & Associates Investment Services’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 Q2	$817K	Hold	4,174	–	–	0.32%	45
2026 Q1	$827K	Buy	4,174 +341	+9%	+$66.3K	0.35%	43
2025 Q4	$709K	Buy	3,833 +11	+0.3%	+$2.11K	0.3%	46
2025 Q3	$724K	Buy	3,822 +10	+0.3%	+$1.83K	0.31%	48
2025 Q2	$673K	Buy	3,812 +97	+3%	+$16.7K	0.31%	48
2025 Q1	$619K	Buy	3,715 +11	+0.3%	+$1.86K	0.29%	48
2024 Q4	$611K	Buy	3,704 +23	+0.6%	+$3.94K	0.29%	46
2024 Q3	$641K	Sell	3,681 -350	-9%	-$56.3K	0.3%	47
2024 Q2	$596K	Hold	4,031	–	–	0.29%	50
2024 Q1	$575K	Sell	4,031 -77	-2%	-$10.4K	0.29%	50
2023 Q4	$563K	Buy	+4,108	New	+$542K	0.3%	48

Other funds holding VPU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Christensen King & Associates Investment Services's VPU Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 4,174 shares worth $817K. The position accounts for 0.32% of the portfolio, ranked #45.

Christensen King & Associates Investment Services first reported a position in VPU in Q4 2023 and has held it in 11 quarters since. The position peaked at $827K in Q1 2026. 442 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Christensen King & Associates Investment Services held 4,174 shares of Vanguard Utilities ETF worth $817K as of Q2 2026.
Christensen King & Associates Investment Services left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.32% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #45 holding.
Christensen King & Associates Investment Services first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 11 quarters since.
Christensen King & Associates Investment Services's Vanguard Utilities ETF position peaked at $827K in Q1 2026.
442 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.