CBIZ Investment Advisory Services »

Vanguard Utilities ETF shares owned by CBIZ Investment Advisory Services

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

Historical chart of CBIZ Investment Advisory Services investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by CBIZ Investment Advisory Services 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 CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $58k 333 175.36

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Short Trm Bond (BND)
Vanguard Index Fds Total Stk Mkt (VTV)
Vanguard Index Fds Total Stk Mkt (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VO)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (RSP)
TransDigm Group Incorporated (TDG)
Vanguard Index Fds Total Stk Mkt (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VCIT)
Ishares Tr Rus 1000 Grw Etf (HYG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for CBIZ Investment Advisory Services

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