Altfest L J & Co »

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
2024-09-30 $20M 115k 174.05
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

First Tr Exchange-traded No Amer Energy (EMLP)
Matthews Asia Fds Asia Innov Activ (MINV)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard World Comm Srvc Etf (VOX)
RBB Us Treasr 10 Yr (UTEN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Utilities Etf (VPU)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Vanguard Index Fds Real Estate Etf (VNQ)
Kraneshares Trust Csi Chi Internet (KWEB)
Spdr Ser Tr S&p Bk Etf (KBE)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)

View all positions for Altfest L J & Co

Top funds holding Vanguard Utilities ETF

Beacon Capital Management
Morgan Stanley
Bank of America Corporation
Envestnet Asset Management
LPL Financial
Northwestern Mutual Wealth Management Company
Empower Advisory Group
Wells Fargo & Company
Rockefeller Capital Management
Cetera Investment Advisers
Captrust Financial Advisors
Royal Bank of Canada
Cambridge Investment Research Advisors
Commonwealth Equity Services
Green Harvest Asset Management

View all funds holding Vanguard Utilities ETF