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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kinloch Capital's VPU Position: Q1 2026 in Review

Kinloch Capital opened a new position in Vanguard Utilities ETF (VPU) in Q1 2026: 12,849 shares worth $2.55M. The stake represents 1.04% of the portfolio and ranks #53 among its holdings. This is a return to the name: Kinloch Capital previously reported a position in VPU as recently as Q2 2025.

Kinloch Capital first reported a position in VPU in Q4 2020 and has held it in 9 quarters since. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Kinloch Capital held 12,849 shares of Vanguard Utilities ETF worth $2.55M as of Q1 2026.
Vanguard Utilities ETF was a new Kinloch Capital position in Q1 2026.
Vanguard Utilities ETF made up 1.04% of Kinloch Capital's portfolio in Q1 2026, its #53 holding.
Kinloch Capital first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 9 quarters since.
672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Kinloch Capital's 13F filing for Q1 2026, filed 15 May 2026.