DMKC Advisory Services’s Vanguard Utilities ETF VPU Stock Holding History

DMKC Advisory 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	$4.34M	Buy	22,180 +2,275	+11%	+$446K	0.82%	27
2026 Q1	$3.94M	Buy	19,905 +148	+0.7%	+$28.8K	1.64%	21
2025 Q4	$3.66M	Buy	19,757 +1,926	+11%	+$370K	1.6%	23
2025 Q3	$3.38M	Sell	17,831 -12,920	-42%	-$2.37M	1.71%	21
2025 Q2	$5.47M	Buy	30,751 +2,796	+10%	+$482K	2.86%	9
2025 Q1	$4.77M	Buy	27,955 +236	+0.9%	+$39.9K	4.3%	4
2024 Q4	$4.53M	Buy	+27,719	New	+$4.74M	4.11%	5

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

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

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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DMKC Advisory Services's VPU Position: Q2 2026 in Review

DMKC Advisory Services increased its Vanguard Utilities ETF (VPU) stake by 11% in Q2 2026, buying an estimated $446K and bringing the position to 22,180 shares worth $4.34M. The position accounts for 0.82% of the portfolio, ranked #27.

DMKC Advisory Services first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.47M in Q2 2025. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

DMKC Advisory Services held 22,180 shares of Vanguard Utilities ETF worth $4.34M as of Q2 2026.
DMKC Advisory Services bought 2,275 Vanguard Utilities ETF shares in Q2 2026, an estimated $446K.
Vanguard Utilities ETF made up 0.82% of DMKC Advisory Services's portfolio in Q2 2026, its #27 holding.
DMKC Advisory Services first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
DMKC Advisory Services's Vanguard Utilities ETF position peaked at $5.47M in Q2 2025.
693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on DMKC Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.