Newport Wealth Strategies »

Vanguard Utilities ETF shares owned by Newport Wealth Strategies

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

Historical chart of Newport Wealth Strategies investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Utilities ETF by Newport Wealth Strategies

Quarter filed Position value Share count Share price at filing
2021-09-30 $1.8M 13k 139.13
2021-06-30 $2.7M 19k 138.75
2021-03-31 $3.4M 24k 140.51
2020-12-31 $6.0M 47k 129.11
2020-09-30 $6.1M 47k 130.28
2020-06-30 $4.6M 37k 123.68

More positions owned by Newport Wealth Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Flexshares Tr Ready Acc Vari (RAVI)
Wisdomtree Tr Enhanced Cmdty (GCC)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Newport Wealth Strategies

Top funds holding Vanguard Utilities ETF

Beacon Capital Management
Morgan Stanley
Bank of America Corporation
Envestnet Asset Management
LPL Financial
Northwestern Mutual Wealth Management Company
Empower Advisory Group
Wells Fargo & Company
Rockefeller Capital Management
Cetera Investment Advisers
Captrust Financial Advisors
Royal Bank of Canada
Cambridge Investment Research Advisors
Commonwealth Equity Services
Green Harvest Asset Management

View all funds holding Vanguard Utilities ETF