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Vanguard Utilities ETF shares owned by Sage Financial

Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Sage Financial from 13F filings

Historical chart of Sage Financial investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by Sage Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Utilities ETF by Sage Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $205k 1.1k 185.04
2025-06-30 $205k 1.2k 176.51

More positions owned by Sage Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Sage Financial

Top funds holding Vanguard Utilities ETF

LPL Financial
Northwestern Mutual Wealth Management Company
Beacon Capital Management
Envestnet Asset Management
Empower Advisory Group
Wells Fargo & Company
UBS Group
Ameriprise Financial
Advisor Group Holdings
Captrust Financial Advisors
Raymond James Financial
Green Harvest Asset Management
Rockefeller Capital Management
Royal Bank of Canada
Cetera Investment Advisers

View all funds holding Vanguard Utilities ETF