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Vanguard Utilities ETF shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $618k 3.9k 156.88

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Ishares Tr Msci Usa Qlt Fct (QUAL)
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Microsoft Corporation (MSFT)

View all positions for Diversify Wealth Management

Top funds holding Vanguard Utilities ETF

Beacon Capital Management
Northwestern Mutual Wealth Management Company
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
LPL Financial
Empower Advisory Group
UBS Group
Wells Fargo & Company
Rockefeller Capital Management
Cetera Investment Advisers
Ameriprise Financial
Royal Bank of Canada
Advisor Group Holdings
Cambridge Investment Research Advisors

View all funds holding Vanguard Utilities ETF