Kinloch Capital’s Vanguard Utilities ETF VPU Stock Holding History

Kinloch Capital’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	–	Sell	-12,849	Closed	-$2.55M	–	85
2026 Q1	$2.55M	Buy	+12,849	New	+$2.5M	1.04%	53
2025 Q3	–	Sell	-5,233	Closed	-$924K	–	77
2025 Q2	$924K	Sell	5,233 -1,466	-22%	-$253K	0.43%	50
2025 Q1	$1.14M	Buy	+6,699	New	+$1.13M	0.55%	51
2024 Q4	–	Sell	-7,068	Closed	-$1.23M	–	83
2024 Q3	$1.23M	Sell	7,068 -2,083	-23%	-$335K	0.6%	53
2024 Q2	$1.35M	Buy	+9,151	New	+$1.36M	0.71%	50
2022 Q4	–	Sell	-1,570	Closed	-$223K	–	76
2022 Q3	$223K	Sell	1,570 -6,045	-79%	-$964K	0.15%	65
2022 Q2	$1.16M	Sell	7,615 -12	-0.2%	-$1.89K	0.75%	45
2022 Q1	$1.23M	Buy	+7,627	New	+$1.15M	0.74%	46
2021 Q1	–	Sell	-230	Closed	-$32K	–	206
2020 Q4	$32K	Buy	+230	New	+$31.7K	0.03%	128

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

Kinloch Capital's VPU Position: Q2 2026 in Review

Kinloch Capital sold out of Vanguard Utilities ETF (VPU) in Q2 2026, closing a stake of 12,849 shares — an estimated $2.55M sold.

Kinloch Capital first reported a position in VPU in Q4 2020 and held it in 9 quarters. The position peaked at $2.55M in Q1 2026. 696 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Kinloch Capital reported no remaining Vanguard Utilities ETF position as of Q2 2026 after selling out during the quarter.
Kinloch Capital sold 12,849 Vanguard Utilities ETF shares in Q2 2026, an estimated $2.55M.
Kinloch Capital first reported a position in Vanguard Utilities ETF in Q4 2020 and held it in 9 quarters.
Kinloch Capital's Vanguard Utilities ETF position peaked at $2.55M in Q1 2026.
696 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Kinloch Capital's 13F filing for Q2 2026, filed 14 Aug 2026.