Kestra Advisory Services’s Vanguard Utilities ETF VPU Stock Holding History

Kestra Advisory Services’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	$6.98M	Buy	40,826 +12,391	+44%	+$2.33M	0.02%	737
2026 Q2	$5.57M	Sell	28,435 -8,179	-22%	-$1.6M	0.02%	789
2026 Q1	$7.25M	Buy	36,614 +10,578	+41%	+$2.06M	0.03%	602
2025 Q4	$4.82M	Buy	26,036 +2,178	+9%	+$418K	0.02%	759
2025 Q3	$4.52M	Buy	23,858 +3,993	+20%	+$731K	0.02%	733
2025 Q2	$3.51M	Buy	19,865 +5,948	+43%	+$1.03M	0.02%	798
2025 Q1	$2.38M	Sell	13,917 -17,436	-56%	-$2.95M	0.01%	908
2024 Q4	$5.12M	Buy	31,353 +4,212	+16%	+$721K	0.03%	569
2024 Q3	$4.72M	Buy	27,141 +1,629	+6%	+$262K	0.03%	610
2024 Q2	$3.77M	Buy	25,512 +8,263	+48%	+$1.23M	0.02%	690
2024 Q1	$2.46M	Buy	17,249 +4,863	+39%	+$657K	0.02%	788
2023 Q4	$1.7M	Sell	12,386 -94	-0.8%	-$12.4K	0.01%	868
2023 Q3	$1.59M	Sell	12,480 -6,801	-35%	-$951K	0.02%	780
2023 Q2	$2.74M	Buy	19,281 +1,323	+7%	+$194K	0.03%	565
2023 Q1	$2.65M	Sell	17,958 -12,129	-40%	-$1.8M	0.03%	546
2022 Q4	$4.61M	Buy	30,087 +8,830	+42%	+$1.31M	0.04%	465
2022 Q3	$3.02M	Sell	21,257 -11,556	-35%	-$1.84M	0.03%	520
2022 Q2	$5M	Buy	32,813 +3,084	+10%	+$485K	0.05%	365
2022 Q1	$4.81M	Sell	29,729 -734	-2%	-$111K	0.05%	380
2021 Q4	$4.76M	Buy	30,463 +2,182	+8%	+$322K	0.05%	385
2021 Q3	$3.94M	Buy	28,281 +2,143	+8%	+$313K	0.04%	471
2021 Q2	$3.63M	Buy	26,138 +627	+2%	+$89.9K	0.04%	450
2021 Q1	$3.58M	Sell	25,511 -1,780	-7%	-$242K	0.05%	408
2020 Q4	$3.69M	Buy	27,291 +7,744	+40%	+$1.07M	0.04%	418
2020 Q3	$2.53M	Buy	+19,547	New	+$2.53M	0.05%	371

Other funds holding VPU

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return

Kestra Advisory Services's VPU Position: Q3 2026 in Review

Kestra Advisory Services increased its Vanguard Utilities ETF (VPU) stake by 44% in Q3 2026, buying an estimated $2.33M and bringing the position to 40,826 shares worth $6.98M. The position accounts for 0.02% of the portfolio, ranked #737.

Kestra Advisory Services first reported a position in VPU in Q3 2020 and has held it in 25 quarters since. The position peaked at $7.25M in Q1 2026. 295 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

Kestra Advisory Services held 40,826 shares of Vanguard Utilities ETF worth $6.98M as of Q3 2026.
Kestra Advisory Services bought 12,391 Vanguard Utilities ETF shares in Q3 2026, an estimated $2.33M.
Vanguard Utilities ETF made up 0.02% of Kestra Advisory Services's portfolio in Q3 2026, its #737 holding.
Kestra Advisory Services first reported a position in Vanguard Utilities ETF in Q3 2020 and has held it in 25 quarters since.
Kestra Advisory Services's Vanguard Utilities ETF position peaked at $7.25M in Q1 2026.
295 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.