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Vanguard Utilities ETF shares owned by Vivaldi Capital Management

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

Historical chart of Vivaldi Capital Management investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by Vivaldi Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $256k 1.4k 189.41
2025-06-30 $229k 1.3k 176.51

More positions owned by Vivaldi Capital Management

Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Bank of New York Mellon Corporation (BK)
Applied Materials (AMAT)
Alphabet Cap Stk Cl A (GOOGL)
BorgWarner (BWA)
Charles Schwab Corporation (SCHW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Medtronic SHS (MDT)
Amgen (AMGN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Silver Tr Ishares (SLV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Vivaldi Capital Management

Top funds holding Vanguard Utilities ETF

Morgan Stanley
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

View all funds holding Vanguard Utilities ETF