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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
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)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth Management

Top funds holding Vanguard Utilities ETF

Beacon Capital Management
Bank of America Corporation
Empower Advisory Group
Wells Fargo & Company
UBS Group
Hound Partners
Rockefeller Capital Management
Commonwealth Equity Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Captrust Financial Advisors
Allied Investment Advisors
CI Private Wealth
Royal Bank of Canada
Patriot Investment Management

View all funds holding Vanguard Utilities ETF