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Vanguard Utilities ETF shares owned by Aspen Wealth Strategies

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

Historical chart of Aspen Wealth Strategies investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by Aspen Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $281k 2.0k 142.58
2023-12-31 $270k 2.0k 137.07
2023-09-30 $252k 2.0k 127.54
2023-06-30 $280k 2.0k 142.17

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Pacer Fds Tr Pacer Us Small (CALF)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Abbvie (ABBV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
JPMorgan Chase & Co. (JPM)

View all positions for Aspen Wealth Strategies

Top funds holding Vanguard Utilities ETF

Beacon Capital Management
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
LPL Financial
Northwestern Mutual Wealth Management Company
Empower Advisory Group
UBS Group
Wells Fargo & Company
Rockefeller Capital Management
Royal Bank of Canada
Cetera Investment Advisers
Ameriprise Financial
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Vanguard Utilities ETF