Cape Investment Advisory »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Chevron Corporation (CVX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Blackrock Etf Trust Ii Flexible Income (BINC)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Coca-Cola Company (KO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Cape Investment Advisory

Top funds holding Vanguard Utilities ETF

Northwestern Mutual Wealth Management Company
Beacon Capital Management
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
LPL Financial
Empower Advisory Group
Wells Fargo & Company
Rockefeller Capital Management
Cetera Investment Advisers
Royal Bank of Canada
Cambridge Investment Research Advisors
Commonwealth Equity Services
Captrust Financial Advisors
Green Harvest Asset Management

View all funds holding Vanguard Utilities ETF