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Vanguard Utilities ETF shares owned by Dogwood Wealth Management

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

Historical chart of Dogwood Wealth Management investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by Dogwood 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 Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7k 25 189.40
2025-06-30 $4.4k 25 175.44
2024-12-31 $14k 86 163.42

More positions owned by Dogwood Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Avantis Us Larg (AVLC)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr National Mun Etf (MUB)
Proshares Tr S&p Mdcp 400 Div (REGL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth Management

Top funds holding Vanguard Utilities ETF

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

View all funds holding Vanguard Utilities ETF