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Vanguard Utilities ETF shares owned by Bleakley Financial Group

Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Bleakley Financial Group from 13F filings

Historical chart of Bleakley Financial Group investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by Bleakley Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Utilities ETF by Bleakley Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 7.1k 174.05
2024-06-30 $1.2M 8.2k 147.92
2024-03-31 $973k 6.8k 142.58
2023-09-30 $1.4M 11k 127.54
2022-12-31 $761k 5.0k 153.35

More positions owned by Bleakley Financial Group

Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Sprott Physical Gold & Silve Tr Unit (CEF)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
NVIDIA Corporation (NVDA)
Sprott Physical Gold Tr Unit (PHYS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Amazon (AMZN)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Bleakley Financial Group

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