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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
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

Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Val Etf (IWD)
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR)
Ishares Tr Mbs Etf (MBB)
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY)
Morgan Stanley Com New (MS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Intl Sel Div Etf (IDV)
Apple (AAPL)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pinnacle Wealth Management Group

Top funds holding Vanguard Utilities ETF

Beacon Capital Management
Bank of America Corporation
Empower Advisory Group
Wells Fargo & Company
UBS Group
Hound Partners
Rockefeller Capital Management
Commonwealth Equity Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Captrust Financial Advisors
Allied Investment Advisors
CI Private Wealth
Royal Bank of Canada
Patriot Investment Management

View all funds holding Vanguard Utilities ETF