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Vanguard Utilities ETF shares owned by Wingate Wealth Advisors

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

Historical chart of Wingate Wealth Advisors investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by Wingate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $304k 1.6k 185.06
2024-12-31 $73k 447 163.51

More positions owned by Wingate Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Us Sml Cap Eqt (SMLF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Fundamental Intl (FNDF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
T Rowe Price Etf Cap Appreciation (TCAF)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Us Aggbd Et (AGG)
Gmo Etf Trust Gmo Us Quality E (QLTY)

View all positions for Wingate Wealth Advisors

Top funds holding Vanguard Utilities ETF

LPL Financial
Northwestern Mutual Wealth Management Company
Beacon Capital Management
Envestnet Asset Management
Empower Advisory Group
Wells Fargo & Company
UBS Group
Ameriprise Financial
Advisor Group Holdings
Captrust Financial Advisors
Raymond James Financial
Green Harvest Asset Management
Rockefeller Capital Management
Royal Bank of Canada
Cetera Investment Advisers

View all funds holding Vanguard Utilities ETF