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Vanguard Utilities ETF shares owned by Ballentine Partners

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

Historical chart of Ballentine Partners investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by Ballentine Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 23k 137.07

More positions owned by Ballentine Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Large Cap Etf (VV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Etf (IWB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Ballentine Partners

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