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Vanguard Utilities ETF shares owned by Newport Wealth Strategies

Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Newport Wealth Strategies from 13F filings

Historical chart of Newport Wealth Strategies investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by Newport Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Utilities ETF by Newport Wealth Strategies

Quarter filed Position value Share count Share price at filing
2021-09-30 $1.8M 13k 139.13
2021-06-30 $2.7M 19k 138.75
2021-03-31 $3.4M 24k 140.51
2020-12-31 $6.0M 47k 129.11
2020-09-30 $6.1M 47k 130.28
2020-06-30 $4.6M 37k 123.68

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View all positions for Newport Wealth Strategies

Top funds holding Vanguard Utilities ETF

Beacon Capital Management
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
LPL Financial
Northwestern Mutual Wealth Management Company
Empower Advisory Group
UBS Group
Wells Fargo & Company
Rockefeller Capital Management
Royal Bank of Canada
Ameriprise Financial
Commonwealth Equity Services
Advisor Group Holdings
Cambridge Investment Research Advisors

View all funds holding Vanguard Utilities ETF