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Vanguard Utilities ETF shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private Wealth Management investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by Graves-Light Private 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $314k 2.1k 146.64
2024-03-31 $305k 2.1k 142.58
2023-12-31 $292k 2.1k 137.08
2023-09-30 $262k 2.1k 123.91
2023-06-30 $297k 2.1k 142.19
2023-03-31 $308k 2.1k 147.54
2022-12-31 $318k 2.1k 153.34
2022-09-30 $292k 2.1k 142.37
2022-06-30 $312k 2.1k 152.12
2022-03-31 $330k 2.0k 161.76
2021-12-31 $318k 2.0k 156.42
2021-09-30 $281k 2.0k 139.32
2021-06-30 $280k 2.0k 138.82
2021-03-31 $283k 2.0k 140.66
2020-12-31 $276k 2.0k 137.18

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Apple Stock (AAPL)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Health Care Select Sector Spdr Fund Etf (XLV)
Dimensional National Municipal Bond ETF Etf (DFNM)
Dimensional Core Fixed Income Etf Etf (DFCF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Vanguard Short-term Bond Etf Etf (BSV)

View all positions for Graves-Light Private Wealth Management

Top funds holding Vanguard Utilities ETF

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

View all funds holding Vanguard Utilities ETF