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Vanguard Utilities ETF shares owned by BCS Wealth Management

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

Historical chart of BCS Wealth Management investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by BCS Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $217k 1.1k 189.41
2025-06-30 $202k 1.1k 176.42
2023-03-31 $221k 1.5k 147.63

More positions owned by BCS Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)

View all positions for BCS Wealth Management

Top funds holding Vanguard Utilities ETF

Morgan Stanley
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

View all funds holding Vanguard Utilities ETF