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Vanguard Utilities ETF shares owned by Pinnacle Wealth Management Group

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

Historical chart of Pinnacle Wealth Management Group investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by Pinnacle Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 15k 189.41
2025-06-30 $2.5M 14k 176.51
2025-03-31 $2.3M 14k 170.81
2023-03-31 $915k 6.2k 147.52
2022-12-31 $1.5M 9.5k 153.32
2022-09-30 $1.3M 9.5k 142.24

More positions owned by Pinnacle Wealth Management Group

Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
RBB Us Treas 3 Mnth (TBIL)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Vaneck Etf Trust Gold Miners Etf (GDX)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Russell 2000 Etf (IWM)
Morgan Stanley Com New (MS)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)

View all positions for Pinnacle Wealth Management Group

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