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Vanguard Utilities ETF shares owned by Pathstone Family Office

Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Pathstone Family Office from 13F filings

Historical chart of Pathstone Family Office investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by Pathstone Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Utilities ETF by Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.4M 35k 127.54
2020-09-30 $66k 515 128.16

More positions owned by Pathstone Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pathstone Family Office

Top funds holding Vanguard Utilities ETF

Beacon Capital Management
Bank of America Corporation
Empower Advisory Group
Wells Fargo & Company
UBS Group
Hound Partners
Rockefeller Capital Management
Commonwealth Equity Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Captrust Financial Advisors
Allied Investment Advisors
CI Private Wealth
Royal Bank of Canada
Patriot Investment Management

View all funds holding Vanguard Utilities ETF