Sulzberger Capital Advisors »

Vanguard Utilities ETF shares owned by Sulzberger Capital Advisors

Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Sulzberger Capital Advisors from 13F filings

Historical chart of Sulzberger Capital Advisors investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by Sulzberger Capital Advisors 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 Sulzberger Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $887k 4.7k 189.41
2025-06-30 $817k 4.6k 176.51
2025-03-31 $790k 4.6k 170.81
2024-12-31 $1.2M 7.2k 163.44

More positions owned by Sulzberger Capital Advisors

Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded Vest Investment (LQTI)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Nextera Energy (NEE)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Apple (AAPL)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Amazon (AMZN)

View all positions for Sulzberger Capital Advisors

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