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Vanguard Utilities ETF shares owned by Mittelman Wealth Management

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

Historical chart of Mittelman Wealth Management investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by Mittelman 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 Mittelman Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 16k 189.41

More positions owned by Mittelman Wealth Management

Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Vanguard High Dividend Yield Etf Uit Exchange Traded (VYM)
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA)
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Evolv Technologies Hldgs Class A Common Stock (EVLV)
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Uit Exchange Traded (IGIB)
Ishrs 10 Yr Invest Grade Bond Etf Uit Exchange Traded (IGLB)
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Uit Exchange Traded (IGSB)
Vanguard Small Cap Etf Uit Exchange Traded (VB)
Vanguard Mid Cap Etf Uit Exchange Traded (VO)
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)
Vanguard Utilities Etf Uit Exchange Traded (VPU)
Ishares Iboxx High Yield Bond Etf Uit Exchange Traded (HYG)
Invesco Senior Loan Etf Uit Exchange Traded (BKLN)

View all positions for Mittelman Wealth Management

Top funds holding Vanguard Utilities ETF

Morgan Stanley
LPL Financial
Northwestern Mutual Wealth Management Company
Beacon Capital Management
Envestnet Asset Management
Empower Advisory Group
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

View all funds holding Vanguard Utilities ETF