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Vanguard Utilities ETF shares owned by Morris Retirement Advisors

Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Morris Retirement Advisors from 13F filings

Historical chart of Morris Retirement Advisors investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Utilities ETF by Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 22k 189.41
2025-06-30 $3.7M 21k 176.51
2025-03-31 $3.6M 21k 170.81
2024-12-31 $3.1M 19k 163.42

More positions owned by Morris Retirement Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Us Aer Def Etf (ITA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Apple (AAPL)
Meta Platforms Cl A (META)

View all positions for Morris Retirement Advisors

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