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Vanguard Utilities ETF shares owned by Cornerstone Planning

Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Cornerstone Planning from 13F filings

Historical chart of Cornerstone Planning investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by Cornerstone Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Utilities ETF by Cornerstone Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $801k 4.3k 185.12

More positions owned by Cornerstone Planning

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Ibonds Dec2026 (IBDR)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Ibonds 2026 Term (IBHF)
Apple (AAPL)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr Ibonds 27 Etf (IBDS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Ishares Tr Ibds Dec28 Etf (IBDT)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)

View all positions for Cornerstone Planning

Top funds holding Vanguard Utilities ETF

LPL Financial
Northwestern Mutual Wealth Management Company
Beacon Capital Management
Envestnet Asset Management
Empower Advisory Group
Wells Fargo & Company
UBS Group
Ameriprise Financial
Advisor Group Holdings
Captrust Financial Advisors
Raymond James Financial
Green Harvest Asset Management
Rockefeller Capital Management
Royal Bank of Canada
Cetera Investment Advisers

View all funds holding Vanguard Utilities ETF