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Vanguard Utilities ETF shares owned by VSM Wealth Advisory

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

Historical chart of VSM Wealth Advisory investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by VSM Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $190k 1.0k 189.41
2025-06-30 $182k 1.0k 176.51

More positions owned by VSM Wealth Advisory

Vanguard Large Cap Etf Etf (VV)
Vanguard Short Term Cor Bd Etf Etf (VGSH)
Vanguard Mega Cap Etf Etf (MGC)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard High Dividend Yield Etf Etf (VYM)
Vanguard Small Cap Etf Etf (VB)
Vanguard Mid Cap Etf Etf (VO)
Schwab Us Broad Market Etf Etf (SCHB)
Vanguard Ftse All World Ex Us Etf Etf (VEU)
Schwab Us Large Cap Etf Etf (SCHA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Dimensional Us Core Equity Markt Etf Etf (DFAU)
Dimensional Us Equity Market Etf Etf (DFUS)
Vanguard Extended Marketetf Etf (VXF)

View all positions for VSM Wealth Advisory

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