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MontVue Capital Management »

Vanguard Utilities ETF shares owned by MontVue Capital Management

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

Historical chart of MontVue Capital Management investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by MontVue Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Utilities ETF by MontVue Capital Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$382k	2.0k	189.41
2025-06-30	$375k	2.1k	176.51
2025-03-31	$363k	2.1k	170.81
2024-12-31	$347k	2.1k	163.42
2024-09-30	$370k	2.1k	174.05
2024-06-30	$314k	2.1k	147.92
2024-03-31	$269k	1.9k	142.58
2023-12-31	$209k	1.5k	137.07

More positions owned by MontVue Capital Management

Ishares Tr Core S&p Ttl Stk (ITOT)

Ishares Tr Core Msci Total (IXUS)

Vanguard Index Fds Total Stk Mkt (VTI)

Select Sector Spdr Tr Technology (XLK)

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

Vanguard Index Fds Extend Mkt Etf (VXF)

Vanguard World Inf Tech Etf (VGT)

Select Sector Spdr Tr Financial (XLF)

Select Sector Spdr Tr Sbi Cons Discr (XLY)

Select Sector Spdr Tr Indl (XLI)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Vanguard World Financials Etf (VFH)

Vanguard World Comm Srvc Etf (VOX)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Select Sector Spdr Tr Communication (XLC)

View all positions for MontVue Capital Management

Top funds holding Vanguard Utilities ETF

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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

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