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Vanguard Utilities ETF shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $725k 3.7k 198.14

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Eafe (IEFA)
T Rowe Price Etf Cap Appreciation (TCAF)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Apple (AAPL)

View all positions for Evergreen Wealth Solutions

Top funds holding Vanguard Utilities ETF

Morgan Stanley
Bank of America Corporation
LPL Financial
Northwestern Mutual Wealth Management Company
Beacon Capital Management
Wells Fargo & Company
Envestnet Asset Management
Empower Advisory Group
UBS Group
Ameriprise Financial
Advisor Group Holdings
Captrust Financial Advisors
Raymond James Financial
Green Harvest Asset Management
Rockefeller Capital Management

View all funds holding Vanguard Utilities ETF