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Vanguard Utilities ETF shares owned by Western Pacific Wealth Management

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

Historical chart of Western Pacific Wealth Management investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by Western Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $258k 1.5k 174.05
2024-06-30 $220k 1.5k 147.92
2024-03-31 $212k 1.5k 142.58

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Costco Whsl Corp Stock (COST)
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View all positions for Western Pacific Wealth Management

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