Independence Bank of Kentucky’s Vanguard Utilities ETF VPU Stock Holding History

Independence Bank of Kentucky’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
2025 Q2	–	Sell	-15	Closed	-$2.56K	–	630
2025 Q1	$2.56K	Hold	15	–	–	﹤0.01%	584
2024 Q4	$2.45K	Hold	15	–	–	﹤0.01%	594
2024 Q3	$2.61K	Sell	15 -35	-70%	-$5.63K	﹤0.01%	557
2024 Q2	$7.4K	Sell	50 -20	-29%	-$2.98K	﹤0.01%	470
2024 Q1	$9.98K	Hold	70	–	–	﹤0.01%	440
2023 Q4	$9.6K	Sell	70 -55	-44%	-$7.26K	﹤0.01%	425
2023 Q3	$15.9K	Hold	125	–	–	0.01%	364
2023 Q2	$17.8K	Hold	125	–	–	0.01%	355
2023 Q1	$18.4K	Hold	125	–	–	0.01%	329
2022 Q4	$19K	Hold	125	–	–	0.01%	326
2022 Q3	$18K	Hold	125	–	–	0.01%	312
2022 Q2	$19K	Hold	125	–	–	0.01%	316
2022 Q1	$20K	Sell	125 -21	-14%	-$3.17K	0.01%	320
2021 Q4	$23K	Hold	146	–	–	0.01%	292
2021 Q3	$20K	Hold	146	–	–	0.01%	299
2021 Q2	$20K	Hold	146	–	–	0.01%	296
2021 Q1	$21K	Buy	146 +15	+11%	+$2.04K	0.01%	292
2020 Q4	$18K	Buy	+131	New	+$18.1K	0.01%	296

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independence Bank of Kentucky's VPU Position: Q2 2025 in Review

Independence Bank of Kentucky sold out of Vanguard Utilities ETF (VPU) in Q2 2025, closing a stake of 15 shares — an estimated $2.56K sold.

Independence Bank of Kentucky first reported a position in VPU in Q4 2020 and held it in 18 quarters. The position peaked at $23K in Q4 2021. 618 funds tracked by Wall St. Rank hold VPU as of Q2 2025.

Independence Bank of Kentucky reported no remaining Vanguard Utilities ETF position as of Q2 2025 after selling out during the quarter.
Independence Bank of Kentucky sold 15 Vanguard Utilities ETF shares in Q2 2025, an estimated $2.56K.
Independence Bank of Kentucky first reported a position in Vanguard Utilities ETF in Q4 2020 and held it in 18 quarters.
Independence Bank of Kentucky's Vanguard Utilities ETF position peaked at $23K in Q4 2021.
618 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2025.

Based on Independence Bank of Kentucky's 13F filing for Q2 2025, filed 17 Jul 2025.