DK
VPU

David Kennon’s Vanguard Utilities ETF VPU Stock Holding History

David Kennon’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 		$5.4M Sell
27,602
-16,571
-38% -$3.25M 1.79% 14
2026
Q1 		$8.75M Buy
44,173
+5,767
+15% +$1.12M 3.14% 10
2025
Q4 		$7.11M Sell
38,406
-1,098
-3% -$211K 2.53% 12
2025
Q3 		$7.48M Sell
39,504
-560
-1% -$103K 2.69% 10
2025
Q2 		$7.07M Sell
40,064
-71
-0.2% -$12.2K 2.64% 10
2025
Q1 		$6.86M Buy
40,135
+911
+2% +$154K 2.73% 13
2024
Q4 		$6.41M Buy
39,224
+343
+0.9% +$58.7K 2.53% 13
2024
Q3 		$6.77M Buy
38,881
+427
+1% +$68.6K 2.66% 13
2024
Q2 		$5.69M Buy
38,454
+491
+1% +$73.2K 2.39% 14
2024
Q1 		$5.41M Buy
+37,963
New +$5.13M 2.31% 14

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

David Kennon's VPU Position: Q2 2026 in Review

David Kennon reduced its Vanguard Utilities ETF (VPU) stake by 38% in Q2 2026, selling an estimated $3.25M and leaving 27,602 shares worth $5.4M. The position accounts for 1.79% of the portfolio, ranked #14.

David Kennon first reported a position in VPU in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.75M in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • David Kennon held 27,602 shares of Vanguard Utilities ETF worth $5.4M as of Q2 2026.
  • David Kennon sold 16,571 Vanguard Utilities ETF shares in Q2 2026, an estimated $3.25M.
  • Vanguard Utilities ETF made up 1.79% of David Kennon's portfolio in Q2 2026, its #14 holding.
  • David Kennon first reported a position in Vanguard Utilities ETF in Q1 2024 and has held it in 10 quarters since.
  • David Kennon's Vanguard Utilities ETF position peaked at $8.75M in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on David Kennon's 13F filing for Q2 2026, filed 22 Jul 2026.