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Vanguard Utilities ETF shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Utilities ETF by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $36k 192 189.35
2025-06-30 $34k 191 176.23
2025-03-31 $32k 189 171.14

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Avantis International Small Cap Value Etf Etf (AVDV)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Ishares National Muni Bond Etf Etf (MUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Pimco Intermed Muni Bond Etf (MUNI)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab International Small-cap Equity Etf Etf (SCHC)

View all positions for Morton Brown Family Wealth

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