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Vanguard Utilities ETF shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Utilities ETF by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $226k 1.5k 147.92
2024-03-31 $187k 1.3k 142.58
2023-12-31 $41k 299 137.07
2023-09-30 $154k 1.2k 127.54
2023-06-30 $54k 379 142.17
2023-03-31 $52k 355 147.52

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View all positions for Cape Investment Advisory

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