KA
VPU

Kovack Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Kovack 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
Q1 		$482K Sell
2,422
-377
-13% -$73.3K 0.03% 597
2025
Q4 		$518K Buy
2,799
+856
+44% +$164K 0.02% 581
2025
Q3 		$368K Buy
1,943
+1
+0.1% +$183 0.03% 411
2025
Q2 		$343K Sell
1,942
-549
-22% -$94.7K 0.03% 427
2025
Q1 		$426K Buy
2,491
+81
+3% +$13.7K 0.05% 344
2024
Q4 		$394K Buy
2,410
+262
+12% +$44.8K 0.04% 375
2024
Q3 		$374K Buy
2,148
+91
+4% +$14.6K 0.04% 375
2024
Q2 		$304K Sell
2,057
-350
-15% -$52.2K 0.03% 417
2024
Q1 		$343K Buy
2,407
+10
+0.4% +$1.35K 0.04% 322
2023
Q4 		$329K Buy
2,397
+24
+1% +$3.17K 0.04% 395
2023
Q3 		$303K Buy
2,373
+9
+0.4% +$1.26K 0.04% 389
2023
Q2 		$336K Sell
2,364
-272
-10% -$39.8K 0.04% 392
2023
Q1 		$389K Sell
2,636
-161
-6% -$23.8K 0.05% 342
2022
Q4 		$429K Buy
2,797
+174
+7% +$25.8K 0.06% 315
2022
Q3 		$373K Buy
2,623
+1,245
+90% +$198K 0.05% 356
2022
Q2 		$210K Buy
1,378
+29
+2% +$4.56K 0.03% 558
2022
Q1 		$218K Buy
+1,349
New +$204K 0.02% 627
2019
Q1 		– Sell
-5,440
Closed -$641K – 488
2018
Q4 		$641K Buy
+5,440
New +$659K 0.19% 131
2018
Q2 		– Sell
-2,050
Closed -$229K – 534
2018
Q1 		$229K Buy
+2,050
New +$226K 0.06% 389

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

Kovack Advisors's VPU Position: Q1 2026 in Review

Kovack Advisors reduced its Vanguard Utilities ETF (VPU) stake by 13% in Q1 2026, selling an estimated $73.3K and leaving 2,422 shares worth $482K. The position accounts for 0.03% of the portfolio, ranked #597.

Kovack Advisors first reported a position in VPU in Q1 2018 and has held it in 19 quarters since. The position peaked at $641K in Q4 2018. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Kovack Advisors held 2,422 shares of Vanguard Utilities ETF worth $482K as of Q1 2026.
  • Kovack Advisors sold 377 Vanguard Utilities ETF shares in Q1 2026, an estimated $73.3K.
  • Vanguard Utilities ETF made up 0.03% of Kovack Advisors's portfolio in Q1 2026, its #597 holding.
  • Kovack Advisors first reported a position in Vanguard Utilities ETF in Q1 2018 and has held it in 19 quarters since.
  • Kovack Advisors's Vanguard Utilities ETF position peaked at $641K in Q4 2018.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.