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Vanguard Utilities ETF shares owned by Balboa Wealth Partners

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

Historical chart of Balboa Wealth Partners investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $247k 1.9k 127.55
2023-06-30 $291k 2.0k 142.14
2023-03-31 $558k 3.8k 147.54
2022-12-31 $227k 1.5k 153.34
2022-09-30 $202k 1.4k 141.95

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View all positions for Balboa Wealth Partners

Top funds holding Vanguard Utilities ETF

LPL Financial
Northwestern Mutual Wealth Management Company
Beacon Capital Management
Envestnet Asset Management
Empower Advisory Group
Wells Fargo & Company
Ameriprise Financial
UBS Group
Advisor Group Holdings
Captrust Financial Advisors
Rockefeller Capital Management
Raymond James Financial
Royal Bank of Canada
Green Harvest Asset Management
Cetera Investment Advisers

View all funds holding Vanguard Utilities ETF