KIA
VPU

KCM Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

KCM Investment Advisors’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 		$6.92M Sell
35,355
-287
-0.8% -$56.3K 0.21% 81
2026
Q1 		$7.06M Sell
35,642
-972
-3% -$189K 0.23% 77
2025
Q4 		$6.78M Sell
36,614
-448
-1% -$86K 0.22% 76
2025
Q3 		$7.02M Buy
37,062
+330
+0.9% +$60.4K 0.23% 74
2025
Q2 		$6.48M Buy
36,732
+50
+0.1% +$8.63K 0.22% 79
2025
Q1 		$6.27M Buy
36,682
+534
+1% +$90.2K 0.23% 80
2024
Q4 		$5.91M Buy
36,148
+412
+1% +$70.5K 0.2% 87
2024
Q3 		$6.22M Buy
35,736
+1,999
+6% +$321K 0.21% 89
2024
Q2 		$4.99M Buy
33,737
+1,112
+3% +$166K 0.18% 93
2024
Q1 		$4.65M Buy
32,625
+424
+1% +$57.3K 0.17% 103
2023
Q4 		$4.41M Buy
32,201
+10,097
+46% +$1.33M 0.18% 104
2023
Q3 		$2.82M Sell
22,104
-8,031
-27% -$1.12M 0.12% 125
2023
Q2 		$4.28M Buy
30,135
+446
+2% +$65.3K 0.17% 108
2023
Q1 		$4.38M Buy
29,689
+358
+1% +$53K 0.18% 110
2022
Q4 		$4.5M Buy
29,331
+2,659
+10% +$394K 0.19% 107
2022
Q3 		$3.79M Buy
26,672
+8,910
+50% +$1.42M 0.18% 110
2022
Q2 		$2.71M Buy
17,762
+1,071
+6% +$169K 0.12% 130
2022
Q1 		$2.7M Sell
16,691
-1,403
-8% -$212K 0.1% 142
2021
Q4 		$2.83M Sell
18,094
-131
-0.7% -$19.3K 0.1% 150
2021
Q3 		$2.54M Buy
18,225
+2,258
+14% +$330K 0.1% 148
2021
Q2 		$2.22M Buy
15,967
+290
+2% +$41.6K 0.09% 152
2021
Q1 		$2.2M Sell
15,677
-1,022
-6% -$139K 0.1% 146
2020
Q4 		$2.29M Sell
16,699
-321
-2% -$44.3K 0.11% 130
2020
Q3 		$2.2M Buy
17,020
+1,033
+6% +$134K 0.12% 121
2020
Q2 		$1.98M Sell
15,987
-28,969
-64% -$3.67M 0.11% 131
2020
Q1 		$5.48M Buy
44,956
+40,484
+905% +$5.69M 0.37% 69
2019
Q4 		$639K Sell
4,472
-3,974
-47% -$559K 0.03% 218
2019
Q3 		$1.21M Sell
8,446
-5,831
-41% -$800K 0.07% 157
2019
Q2 		$1.9M Buy
14,277
+1,747
+14% +$228K 0.11% 133
2019
Q1 		$1.62M Buy
+12,530
New +$1.55M 0.11% 142
2018
Q4 		– Sell
-8,140
Closed -$959K – 508
2018
Q3 		$959K Buy
+8,140
New +$966K 0.05% 245

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

KCM Investment Advisors's VPU Position: Q2 2026 in Review

KCM Investment Advisors reduced its Vanguard Utilities ETF (VPU) stake by 0.81% in Q2 2026, selling an estimated $56.3K and leaving 35,355 shares worth $6.92M. The position accounts for 0.21% of the portfolio, ranked #81.

KCM Investment Advisors first reported a position in VPU in Q3 2018 and has held it in 31 quarters since. The position peaked at $7.06M in Q1 2026. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • KCM Investment Advisors held 35,355 shares of Vanguard Utilities ETF worth $6.92M as of Q2 2026.
  • KCM Investment Advisors sold 287 Vanguard Utilities ETF shares in Q2 2026, an estimated $56.3K.
  • Vanguard Utilities ETF made up 0.21% of KCM Investment Advisors's portfolio in Q2 2026, its #81 holding.
  • KCM Investment Advisors first reported a position in Vanguard Utilities ETF in Q3 2018 and has held it in 31 quarters since.
  • KCM Investment Advisors's Vanguard Utilities ETF position peaked at $7.06M in Q1 2026.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.