Kayne Anderson Rudnick Investment Management’s Vanguard Utilities ETF VPU Stock Holding History

Kayne Anderson Rudnick Investment Management’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 Q1	$48.3K	Hold	244	–	–	﹤0.01%	595
2025 Q4	$45.1K	Hold	244	–	–	﹤0.01%	602
2025 Q3	$46.2K	Hold	244	–	–	﹤0.01%	607
2025 Q2	$43.1K	Hold	244	–	–	﹤0.01%	619
2025 Q1	$41.7K	Hold	244	–	–	﹤0.01%	598
2024 Q4	$39.9K	Buy	+244	New	+$41.8K	﹤0.01%	572
2021 Q3	–	Sell	-710	Closed	-$99K	–	594
2021 Q2	$99K	Hold	710	–	–	﹤0.01%	432
2021 Q1	$100K	Hold	710	–	–	﹤0.01%	419
2020 Q4	$97K	Hold	710	–	–	﹤0.01%	406
2020 Q3	$92K	Buy	+710	New	+$91.9K	﹤0.01%	393

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

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

BCMIO

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's VPU Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 244 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Kayne Anderson Rudnick Investment Management first reported a position in VPU in Q3 2020 and has held it in 10 quarters since. The position peaked at $100K in Q1 2021. 674 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Kayne Anderson Rudnick Investment Management held 244 shares of Vanguard Utilities ETF worth $48.3K as of Q1 2026.
Kayne Anderson Rudnick Investment Management left its Vanguard Utilities ETF share count unchanged in Q1 2026.
Vanguard Utilities ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #595 holding.
Kayne Anderson Rudnick Investment Management first reported a position in Vanguard Utilities ETF in Q3 2020 and has held it in 10 quarters since.
Kayne Anderson Rudnick Investment Management's Vanguard Utilities ETF position peaked at $100K in Q1 2021.
674 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.