Kesler Norman & Wride’s Vanguard Utilities ETF VPU Stock Holding History

Kesler Norman & Wride’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	$787K	Buy	+3,970	New	+$771K	0.14%	152

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

Kesler Norman & Wride's VPU Position: Q1 2026 in Review

Kesler Norman & Wride opened a new position in Vanguard Utilities ETF (VPU) in Q1 2026: 3,970 shares worth $787K. The stake represents 0.14% of the portfolio and ranks #152 among its holdings.

670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Kesler Norman & Wride held 3,970 shares of Vanguard Utilities ETF worth $787K as of Q1 2026.
Vanguard Utilities ETF was a new Kesler Norman & Wride position in Q1 2026.
Vanguard Utilities ETF made up 0.14% of Kesler Norman & Wride's portfolio in Q1 2026, its #152 holding.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Kesler Norman & Wride's 13F filing for Q1 2026, filed 6 May 2026.