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Vanguard Utilities ETF shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by True Wealth Design

Quarter filed Position value Share count Share price at filing
2023-12-31 $48k 348 137.07
2023-09-30 $44k 348 127.54
2023-06-30 $50k 348 142.17
2023-03-31 $51k 348 147.52
2022-12-31 $53k 348 153.36

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding Vanguard Utilities ETF

Beacon Capital Management
Bank of America Corporation
Empower Advisory Group
Wells Fargo & Company
UBS Group
Hound Partners
Rockefeller Capital Management
Commonwealth Equity Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Captrust Financial Advisors
Allied Investment Advisors
CI Private Wealth
Royal Bank of Canada
Patriot Investment Management

View all funds holding Vanguard Utilities ETF