LMKC
VPU

L.M. Kohn & Company’s Vanguard Utilities ETF VPU Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		– Sell
-2,574
Closed -$454K – 274
2025
Q2 		$454K Buy
+2,574
New +$444K 0.12% 150
2023
Q1 		– Sell
-1,696
Closed -$260K – 237
2022
Q4 		$260K Buy
+1,696
New +$251K 0.12% 173

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

L.M. Kohn & Company's VPU Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Vanguard Utilities ETF (VPU) in Q3 2025, closing a stake of 2,574 shares — an estimated $454K sold.

L.M. Kohn & Company first reported a position in VPU in Q4 2022 and held it in 2 quarters. The position peaked at $454K in Q2 2025. 621 funds tracked by Wall St. Rank hold VPU as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Vanguard Utilities ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 2,574 Vanguard Utilities ETF shares in Q3 2025, an estimated $454K.
  • L.M. Kohn & Company first reported a position in Vanguard Utilities ETF in Q4 2022 and held it in 2 quarters.
  • L.M. Kohn & Company's Vanguard Utilities ETF position peaked at $454K in Q2 2025.
  • 621 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.