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 Q3	$243K	Hold	1,420	–	–	0.19%	54
2026 Q2	$278K	Hold	1,420	–	–	0.23%	52
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%	-$8.62K	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 $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

KDK Private Wealth Management's VPU Position: Q3 2026 in Review

KDK Private Wealth Management held its Vanguard Utilities ETF (VPU) position steady in Q3 2026 at 1,420 shares worth $243K. The position accounts for 0.19% of the portfolio, ranked #54.

KDK Private Wealth Management first reported a position in VPU in Q4 2024 and has held it in 8 quarters since. The position peaked at $283K in Q3 2025. 604 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

KDK Private Wealth Management held 1,420 shares of Vanguard Utilities ETF worth $243K as of Q3 2026.
KDK Private Wealth Management left its Vanguard Utilities ETF share count unchanged in Q3 2026.
Vanguard Utilities ETF made up 0.19% of KDK Private Wealth Management's portfolio in Q3 2026, its #54 holding.
KDK Private Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 8 quarters since.
KDK Private Wealth Management's Vanguard Utilities ETF position peaked at $283K in Q3 2025.
604 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on KDK Private Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.