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Vanguard Utilities ETF shares owned by Tandem Wealth Advisors

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

Historical chart of Tandem Wealth Advisors investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by Tandem Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $5.0M 29k 176.51
2023-06-30 $217k 1.5k 142.17
2023-03-31 $356k 2.4k 147.52
2022-12-31 $3.4M 22k 153.36

More positions owned by Tandem Wealth Advisors

iShares Core U.S. Aggregate Bond ETF Etf (AGG)
SPDR S&P Mid Cap 400 ETF Etf (MDY)
iShares MSCI EAFE ETF Etf (EFA)
Spdr S&p 500 Etf Etf (SPY)
iShares Core Dividend Growth ETF Etf (DGRO)
iShares MBS ETF Etf (MBB)
Vanguard Short-Term Corporate Bond Index Fund ETF Etf (VCSH)
Invesco S&P 500 Equal Weight ETF Etf (RSP)
iShares MSCI Emerging Markets ETF Etf (EEM)
Vanguard Information Technology Index Fund ETF Etf (VGT)
Argent Mid Cap ETF Etf (AMID)
Vanguard Total Stock Market ETF Etf (VTI)
Vanguard Financials Index Fund ETF Etf (VFH)
Vanguard Total Bond Market ETF Etf (BND)
Apple Stock (AAPL)

View all positions for Tandem Wealth Advisors

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
Ameriprise Financial
UBS Group
Advisor Group Holdings
Captrust Financial Advisors
Rockefeller Capital Management
Raymond James Financial
Royal Bank of Canada
Green Harvest Asset Management
Cetera Investment Advisers

View all funds holding Vanguard Utilities ETF