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Vanguard Utilities ETF shares owned by WNY Asset Management

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

Historical chart of WNY Asset Management investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by WNY Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $289k 1.7k 174.05
2024-06-30 $252k 1.7k 147.92
2024-03-31 $314k 2.2k 142.58

More positions owned by WNY Asset Management

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Dividend Value Shs Creation Uni (CGDV)
T Rowe Price Etf Price Div Grwt (TDVG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Ishares Tr Mortge Rel Etf (REM)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)

View all positions for WNY Asset 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