Kestra Private Wealth Services’s Vanguard Utilities ETF VPU Stock Holding History

Kestra Private Wealth 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 Q2	$1.02M	Buy	5,193 +16	+0.3%	+$3.14K	0.01%	890
2026 Q1	$1.03M	Sell	5,177 -234	-4%	-$45.5K	0.01%	829
2025 Q4	$1M	Buy	5,411 +449	+9%	+$86.2K	0.01%	804
2025 Q3	$940K	Buy	4,962 +16	+0.3%	+$2.93K	0.01%	813
2025 Q2	$873K	Buy	4,946 +332	+7%	+$57.3K	0.01%	792
2025 Q1	$788K	Sell	4,614 -43	-0.9%	-$7.26K	0.01%	774
2024 Q4	$761K	Buy	4,657 +180	+4%	+$30.8K	0.01%	749
2024 Q3	$779K	Buy	4,477 +1,223	+38%	+$197K	0.01%	693
2024 Q2	$481K	Sell	3,254 -41	-1%	-$6.11K	0.01%	851
2024 Q1	$470K	Buy	3,295 +385	+13%	+$52K	0.01%	822
2023 Q4	$399K	Buy	+2,910	New	+$384K	0.01%	825

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 22.9% 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

Kestra Private Wealth Services's VPU Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Vanguard Utilities ETF (VPU) stake by 0.31% in Q2 2026, buying an estimated $3.14K and bringing the position to 5,193 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #890.

Kestra Private Wealth Services first reported a position in VPU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q1 2026. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Kestra Private Wealth Services held 5,193 shares of Vanguard Utilities ETF worth $1.02M as of Q2 2026.
Kestra Private Wealth Services bought 16 Vanguard Utilities ETF shares in Q2 2026, an estimated $3.14K.
Vanguard Utilities ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #890 holding.
Kestra Private Wealth Services first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 11 quarters since.
Kestra Private Wealth Services's Vanguard Utilities ETF position peaked at $1.03M in Q1 2026.
697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.