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Vanguard Utilities ETF shares owned by Crown Wealth Group

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

Historical chart of Crown Wealth Group investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 16k 174.05

More positions owned by Crown Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Us Equity Market (DFUS)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr U.s. Tech Etf (IYW)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Wisdomtree Tr India Erngs Fd (EPI)
Amazon (AMZN)

View all positions for Crown Wealth 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