Kennedy Investment Group’s Vanguard Utilities ETF VPU Stock Holding History

Kennedy Investment Group’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	$1.51M	Sell	7,730 -215	-3%	-$42.2K	0.51%	48
2026 Q1	$1.57M	Buy	7,945 +267	+3%	+$51.9K	0.62%	41
2025 Q4	$1.42M	Sell	7,678 -145	-2%	-$27.8K	0.54%	44
2025 Q3	$1.48M	Sell	7,823 -8	-0.1%	-$1.47K	0.59%	42
2025 Q2	$1.38M	Buy	7,831 +254	+3%	+$43.8K	0.59%	43
2025 Q1	$1.29M	Sell	7,577 -72	-0.9%	-$12.2K	0.6%	44
2024 Q4	$1.25M	Buy	7,649 +192	+3%	+$32.9K	0.57%	45
2024 Q3	$1.3M	Buy	7,457 +204	+3%	+$32.8K	0.6%	47
2024 Q2	$1.07M	Buy	7,253 +98	+1%	+$14.6K	0.54%	48
2024 Q1	$1.02M	Buy	7,155 +157	+2%	+$21.2K	0.54%	49
2023 Q4	$959K	Buy	6,998 +86	+1%	+$11.4K	0.54%	52
2023 Q3	$882K	Buy	6,912 +765	+12%	+$107K	0.53%	53
2023 Q2	$874K	Buy	6,147 +467	+8%	+$68.4K	0.51%	56
2023 Q1	$838K	Buy	5,680 +474	+9%	+$70.2K	0.51%	52
2022 Q4	$798K	Buy	+5,206	New	+$771K	0.51%	57

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kennedy Investment Group's VPU Position: Q2 2026 in Review

Kennedy Investment Group reduced its Vanguard Utilities ETF (VPU) stake by 2.7% in Q2 2026, selling an estimated $42.2K and leaving 7,730 shares worth $1.51M. The position accounts for 0.51% of the portfolio, ranked #48.

Kennedy Investment Group first reported a position in VPU in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.57M in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Kennedy Investment Group held 7,730 shares of Vanguard Utilities ETF worth $1.51M as of Q2 2026.
Kennedy Investment Group sold 215 Vanguard Utilities ETF shares in Q2 2026, an estimated $42.2K.
Vanguard Utilities ETF made up 0.51% of Kennedy Investment Group's portfolio in Q2 2026, its #48 holding.
Kennedy Investment Group first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 15 quarters since.
Kennedy Investment Group's Vanguard Utilities ETF position peaked at $1.57M in Q1 2026.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.