Vanguard Utilities ETF shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 8.2k | 142.58 |
| 2023-12-31 | $1.1M | 8.3k | 137.07 |
| 2023-09-30 | $1.0M | 8.0k | 127.53 |
| 2023-06-30 | $1.1M | 7.6k | 142.17 |
| 2023-03-31 | $917k | 6.2k | 147.52 |
| 2022-12-31 | $832k | 5.4k | 153.36 |
| 2022-09-30 | $765k | 5.4k | 142.19 |
| 2022-06-30 | $839k | 5.5k | 152.27 |
| 2022-03-31 | $802k | 5.0k | 161.86 |
| 2021-12-31 | $730k | 4.7k | 156.32 |
| 2021-09-30 | $636k | 4.6k | 139.17 |
| 2021-06-30 | $592k | 4.2k | 140.45 |
| 2021-03-31 | $592k | 4.2k | 140.45 |
| 2020-12-31 | $555k | 4.0k | 137.21 |