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 Q2	$648K	Sell	3,310 -574	-15%	-$113K	0.01%	887
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 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

Kingsview Wealth Management's VPU Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Vanguard Utilities ETF (VPU) stake by 15% in Q2 2026, selling an estimated $113K and leaving 3,310 shares worth $648K. The position accounts for 0.01% of the portfolio, ranked #887.

Kingsview Wealth Management first reported a position in VPU in Q1 2025 and has held it in 6 quarters since. The position peaked at $770K in Q1 2026. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Kingsview Wealth Management held 3,310 shares of Vanguard Utilities ETF worth $648K as of Q2 2026.
Kingsview Wealth Management sold 574 Vanguard Utilities ETF shares in Q2 2026, an estimated $113K.
Vanguard Utilities ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #887 holding.
Kingsview Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2025 and has held it in 6 quarters since.
Kingsview Wealth Management's Vanguard Utilities ETF position peaked at $770K in Q1 2026.
693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.