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Vanguard Utilities ETF shares owned by Plan

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

Historical chart of Plan investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by Plan

Quarter filed Position value Share count Share price at filing
2023-12-31 $238k 1.7k 137.07
2023-09-30 $230k 1.8k 127.54
2023-06-30 $256k 1.8k 142.17
2023-03-31 $256k 1.7k 147.52
2022-12-31 $266k 1.7k 153.36
2022-09-30 $247k 1.7k 142.36
2022-06-30 $254k 1.7k 152.55

More positions owned by Plan

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr U S Equity Factr (LRGF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Emerson Electric (EMR)
First Busey Corp Com New (BUSE)
Ishares Tr Eafe Sml Cp Etf (SCZ)

View all positions for Plan

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