Vanguard Utilities ETF shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 12k | 137.07 |
| 2023-09-30 | $1.4M | 11k | 127.54 |
| 2023-06-30 | $3.2M | 22k | 142.17 |
| 2023-03-31 | $3.7M | 25k | 147.52 |
| 2022-12-31 | $241k | 1.6k | 153.37 |
| 2022-09-30 | $514k | 3.6k | 142.38 |
| 2022-06-30 | $453k | 3.0k | 152.27 |
| 2022-03-31 | $596k | 3.7k | 161.74 |
| 2021-12-31 | $204k | 1.3k | 156.08 |
| 2021-09-30 | $171k | 1.2k | 139.02 |
| 2021-03-31 | $175k | 1.2k | 140.47 |
| 2020-09-30 | $152k | 1.2k | 128.81 |
| 2020-06-30 | $159k | 1.3k | 123.64 |
| 2020-03-31 | $140k | 1.2k | 121.53 |
| 2019-12-31 | $159k | 1.1k | 142.86 |
| 2019-09-30 | $143k | 996 | 143.57 |
| 2019-06-30 | $92k | 698 | 131.81 |
| 2018-09-30 | $100k | 848 | 117.92 |
| 2018-06-30 | $107k | 927 | 115.43 |
| 2018-03-31 | $83k | 749 | 110.81 |
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