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Vanguard Utilities ETF shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by Fort Point Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Utilities ETF by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2023-03-31 $1.8M 12k 147.53
2022-12-31 $3.5M 23k 153.36
2022-09-30 $7.3M 51k 142.26
2022-06-30 $8.0M 53k 152.35

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Freshpet (FRPT)
Schwab Strategic Tr Mun Bd Etf (SCMB)
Ishares Tr Msci Eafe Etf Put Option (EFA)
Ishares Tr Core S&p500 Etf (IVV)
Cleanspark Com New (CLSK)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Fort Point Capital Partners

Top funds holding Vanguard Utilities ETF

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Wells Fargo & Company
Ameriprise Financial
UBS Group
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