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Vanguard Utilities ETF shares owned by Retirement Planning Group

Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Retirement Planning Group from 13F filings

Historical chart of Retirement Planning Group investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Utilities ETF by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $522k 3.0k 174.08
2024-06-30 $433k 2.9k 147.92
2024-03-31 $504k 3.5k 142.58
2023-12-31 $214k 1.6k 137.07

More positions owned by Retirement Planning Group

Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Ishares Tr Msci Intl Qualty (IQLT)
Pimco Etf Tr Multisector Bd (PYLD)
Ea Series Trust Freedom 100 Em (FRDM)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Victory Portfolios Ii Core Intrmediate (UBND)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Etfis Ser Tr I Virtus Newfleet (NFLT)

View all positions for Retirement Planning Group

Top funds holding Vanguard Utilities ETF

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

View all funds holding Vanguard Utilities ETF