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Vanguard Utilities ETF shares owned by Hershey Financial Advisers

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

Historical chart of Hershey Financial Advisers investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by Hershey Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 9.9k 189.40
2025-06-30 $1.7M 9.8k 176.50
2024-12-31 $1.8M 11k 163.42
2024-06-30 $1.7M 12k 147.92

More positions owned by Hershey Financial Advisers

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Conv Bd Etf (ICVT)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Short Treas Bd (SHV)
Spdr Series Trust Portfolio Intrmd (SPIB)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Warner Bros Discovery Com Ser A (WBD)
Applied Materials (AMAT)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Allstate Corporation (ALL)

View all positions for Hershey Financial Advisers

Top funds holding Vanguard Utilities ETF

LPL Financial
Northwestern Mutual Wealth Management Company
Beacon Capital Management
Envestnet Asset Management
Empower Advisory Group
UBS Group
Wells Fargo & Company
Ameriprise Financial
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