KWM
VPU

Kingsview Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Kingsview Wealth Management’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 		$770K Buy
3,884
+1,098
+39% +$213K 0.01% 756
2025
Q4 		$516K Buy
2,786
+2
+0.1% +$384 0.01% 839
2025
Q3 		$527K Buy
2,784
+1,347
+94% +$247K 0.01% 785
2025
Q2 		$254K Buy
1,437
+41
+3% +$7.07K ﹤0.01% 1014
2025
Q1 		$238K Buy
+1,396
New +$236K ﹤0.01% 981

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kingsview Wealth Management's VPU Position: Q1 2026 in Review

Kingsview Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 39% in Q1 2026, buying an estimated $213K and bringing the position to 3,884 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #756.

Kingsview Wealth Management first reported a position in VPU in Q1 2025 and has held it in 5 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Kingsview Wealth Management held 3,884 shares of Vanguard Utilities ETF worth $770K as of Q1 2026.
  • Kingsview Wealth Management bought 1,098 Vanguard Utilities ETF shares in Q1 2026, an estimated $213K.
  • Vanguard Utilities ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #756 holding.
  • Kingsview Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2025 and has held it in 5 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.