Key Financial Inc’s Vanguard Utilities ETF VPU Stock Holding History

Key Financial Inc’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	$29.8K	Hold	152	–	–	﹤0.01%	647
2026 Q1	$30.1K	Buy	152 +46	+43%	+$8.94K	0.01%	637
2025 Q4	$19.6K	Buy	106 +6	+6%	+$1.15K	﹤0.01%	723
2025 Q3	$19.1K	Buy	100 +59	+144%	+$10.8K	﹤0.01%	716
2025 Q2	$7.24K	Hold	41	–	–	﹤0.01%	940
2025 Q1	$7K	Hold	41	–	–	﹤0.01%	914
2024 Q4	$6.7K	Buy	41 +4	+11%	+$685	﹤0.01%	912
2024 Q3	$6.44K	Hold	37	–	–	﹤0.01%	910
2024 Q2	$5.47K	Sell	37 -52	-58%	-$7.75K	﹤0.01%	932
2024 Q1	$12.7K	Hold	89	–	–	﹤0.01%	696
2023 Q4	$12.2K	Hold	89	–	–	﹤0.01%	688
2023 Q3	$11.4K	Hold	89	–	–	﹤0.01%	680
2023 Q2	$12.7K	Hold	89	–	–	﹤0.01%	667
2023 Q1	$13.1K	Buy	89 +10	+13%	+$1.48K	﹤0.01%	620
2022 Q4	$11.2K	Hold	79	–	–	0.01%	603
2022 Q3	$11K	Hold	79	–	–	0.01%	619
2022 Q2	$12K	Buy	79 +37	+88%	+$5.82K	0.01%	597
2022 Q1	$7K	Buy	+42	New	+$6.35K	﹤0.01%	738

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

Key Financial Inc's VPU Position: Q2 2026 in Review

Key Financial Inc held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 152 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Key Financial Inc first reported a position in VPU in Q1 2022 and has held it in 18 quarters since. The position peaked at $30.1K in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Key Financial Inc held 152 shares of Vanguard Utilities ETF worth $29.8K as of Q2 2026.
Key Financial Inc left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #647 holding.
Key Financial Inc first reported a position in Vanguard Utilities ETF in Q1 2022 and has held it in 18 quarters since.
Key Financial Inc's Vanguard Utilities ETF position peaked at $30.1K in Q1 2026.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.