KWA
VPU

Kingswood Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Kingswood Wealth Advisors’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 		$466K Buy
2,381
+13
+0.5% +$2.55K 0.02% 625
2026
Q1 		$469K Buy
2,368
+108
+5% +$21K 0.02% 565
2025
Q4 		$418K Buy
2,260
+4
+0.2% +$768 0.02% 575
2025
Q3 		$427K Buy
2,256
+762
+51% +$140K 0.03% 522
2025
Q2 		$264K Buy
1,494
+5
+0.3% +$862 0.02% 612
2025
Q1 		$254K Sell
1,489
-95
-6% -$16K 0.02% 602
2024
Q4 		$259K Buy
+1,584
New +$271K 0.02% 658

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
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
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kingswood Wealth Advisors's VPU Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Vanguard Utilities ETF (VPU) stake by 0.55% in Q2 2026, buying an estimated $2.55K and bringing the position to 2,381 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #625.

Kingswood Wealth Advisors first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. The position peaked at $469K in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Kingswood Wealth Advisors held 2,381 shares of Vanguard Utilities ETF worth $466K as of Q2 2026.
  • Kingswood Wealth Advisors bought 13 Vanguard Utilities ETF shares in Q2 2026, an estimated $2.55K.
  • Vanguard Utilities ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #625 holding.
  • Kingswood Wealth Advisors first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
  • Kingswood Wealth Advisors's Vanguard Utilities ETF position peaked at $469K in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.