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Vanguard Utilities ETF shares owned by SWAN Capital

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

Historical chart of SWAN Capital investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by SWAN Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 64k 174.05
2024-06-30 $8.1M 55k 147.92
2024-03-31 $2.2M 16k 142.58
2023-09-30 $1.0M 8.0k 127.55
2023-03-31 $661k 4.5k 147.50

More positions owned by SWAN Capital

Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard World Utilities Etf (VPU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard World Energy Etf (VDE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for SWAN Capital

Top funds holding Vanguard Utilities ETF

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

View all funds holding Vanguard Utilities ETF