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Vanguard Utilities ETF shares owned by ZynergyRetirementPlanning

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

Historical chart of ZynergyRetirementPlanning investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by ZynergyRetirementPlanning

Quarter filed Position value Share count Share price at filing
2025-09-30 $275k 1.5k 189.41
2025-06-30 $256k 1.5k 176.51
2025-03-31 $238k 1.5k 163.42
2024-12-31 $254k 1.5k 174.05
2024-09-30 $254k 1.5k 174.05
2024-06-30 $216k 1.5k 147.92

More positions owned by ZynergyRetirementPlanning

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Reit Etf (SCHH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for ZynergyRetirementPlanning

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