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Vanguard Utilities ETF shares owned by Altfest L J & Co

Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Altfest L J & Co from 13F filings

Historical chart of Altfest L J & Co investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by Altfest L J & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Utilities ETF by Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2024-06-30 $17M 114k 147.92
2023-06-30 $327k 2.3k 142.11
2023-03-31 $286k 1.9k 147.73
2022-12-31 $374k 2.4k 153.34

More positions owned by Altfest L J & Co

Innovator Etfs Trust Invatr 20 Pls 9 (TBJL)
First Tr Exchange-traded No Amer Energy (EMLP)
Matthews Asia Fds Asia Innov Activ (MINV)
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Vanguard World Comm Srvc Etf (VOX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Amazon (AMZN)
Vanguard World Utilities Etf (VPU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Altfest L J & Co

Top funds holding Vanguard Utilities ETF

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

View all funds holding Vanguard Utilities ETF