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Vanguard Utilities ETF shares owned by Goldstone Financial Group

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

Historical chart of Goldstone Financial Group investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by Goldstone Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.0M 31k 163.42
2024-09-30 $4.9M 28k 174.05
2024-06-30 $3.1M 21k 147.92

More positions owned by Goldstone Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Ishares Tr Core S&p Us Gwt (IUSG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Fundamental Us S (FNDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Invesco Actively Managed Exc Var Rate Invt (VRIG)

View all positions for Goldstone Financial Group

Top funds holding Vanguard Utilities ETF

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

View all funds holding Vanguard Utilities ETF