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Vanguard Utilities ETF shares owned by Towerpoint Wealth

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

Historical chart of Towerpoint Wealth investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by Towerpoint Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $646k 3.7k 174.05

More positions owned by Towerpoint Wealth

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Val Etf (IWD)
First Tr Value Line Divid In SHS (FVD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Iboxx Hi Yd Etf (HYG)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Spdr Ser Tr S&p Kensho New (KOMP)
Microsoft Corporation (MSFT)

View all positions for Towerpoint Wealth

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