KDK Private Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

KDK Private Wealth 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	$281K	Sell	1,420 -26	-2%	-$5.05K	0.26%	47
2025 Q4	$268K	Sell	1,446 -49	-3%	-$9.41K	0.23%	58
2025 Q3	$283K	Sell	1,495 -60	-4%	-$11K	0.29%	43
2025 Q2	$274K	Sell	1,555 -50	-3%	-$8.63K	0.29%	44
2025 Q1	$274K	Sell	1,605 -12	-0.7%	-$2.03K	0.31%	42
2024 Q4	$264K	Buy	+1,617	New	+$277K	0.27%	45

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 $377B AUM 19.32% 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 $374B AUM 17.66% 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

KDK Private Wealth Management's VPU Position: Q1 2026 in Review

KDK Private Wealth Management reduced its Vanguard Utilities ETF (VPU) stake by 1.8% in Q1 2026, selling an estimated $5.05K and leaving 1,420 shares worth $281K. The position accounts for 0.26% of the portfolio, ranked #47.

KDK Private Wealth Management first reported a position in VPU in Q4 2024 and has held it in 6 quarters since. The position peaked at $283K in Q3 2025. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

KDK Private Wealth Management held 1,420 shares of Vanguard Utilities ETF worth $281K as of Q1 2026.
KDK Private Wealth Management sold 26 Vanguard Utilities ETF shares in Q1 2026, an estimated $5.05K.
Vanguard Utilities ETF made up 0.26% of KDK Private Wealth Management's portfolio in Q1 2026, its #47 holding.
KDK Private Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 6 quarters since.
KDK Private Wealth Management's Vanguard Utilities ETF position peaked at $283K in Q3 2025.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.