KNW
VPU

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
Q2 		$746K Sell
3,809
-161
-4% -$31.6K 0.12% 170
2026
Q1 		$787K Buy
+3,970
New +$771K 0.14% 152

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

Kesler Norman & Wride's VPU Position: Q2 2026 in Review

Kesler Norman & Wride reduced its Vanguard Utilities ETF (VPU) stake by 4.1% in Q2 2026, selling an estimated $31.6K and leaving 3,809 shares worth $746K. The position accounts for 0.12% of the portfolio, ranked #170.

Kesler Norman & Wride first reported a position in VPU in Q1 2026 and has held it in 2 quarters since. The position peaked at $787K in Q1 2026. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Kesler Norman & Wride held 3,809 shares of Vanguard Utilities ETF worth $746K as of Q2 2026.
  • Kesler Norman & Wride sold 161 Vanguard Utilities ETF shares in Q2 2026, an estimated $31.6K.
  • Vanguard Utilities ETF made up 0.12% of Kesler Norman & Wride's portfolio in Q2 2026, its #170 holding.
  • Kesler Norman & Wride first reported a position in Vanguard Utilities ETF in Q1 2026 and has held it in 2 quarters since.
  • Kesler Norman & Wride's Vanguard Utilities ETF position peaked at $787K in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.