Vanguard Utilities ETF shares owned by AE Wealth Management
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Vanguard Utilities ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Utilities ETF held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Utilities ETF by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.3M | 17k | 132.18 |
| 2023-09-30 | $1.8M | 14k | 127.54 |
| 2023-06-30 | $956k | 6.7k | 142.17 |
| 2023-03-31 | $3.4M | 23k | 147.52 |
| 2022-12-31 | $3.5M | 23k | 153.36 |
| 2022-09-30 | $2.9M | 20k | 142.28 |
| 2022-06-30 | $3.1M | 21k | 152.34 |
| 2022-03-31 | $3.4M | 21k | 161.81 |
| 2021-12-31 | $3.5M | 22k | 156.39 |
| 2021-09-30 | $2.7M | 19k | 139.16 |
| 2021-06-30 | $5.7M | 41k | 138.76 |
| 2021-03-31 | $3.0M | 21k | 140.51 |
| 2020-12-31 | $4.0M | 29k | 137.24 |
| 2020-09-30 | $4.0M | 31k | 129.12 |
| 2020-06-30 | $5.2M | 42k | 123.67 |
| 2020-03-31 | $19M | 153k | 121.93 |
| 2019-12-31 | $3.7M | 26k | 142.88 |
| 2019-09-30 | $1.6M | 11k | 143.67 |
| 2019-06-30 | $1.1M | 8.4k | 132.89 |
| 2019-03-31 | $659k | 5.1k | 129.52 |
| 2018-12-31 | $207k | 1.8k | 118.02 |
| 2018-09-30 | $342k | 2.9k | 118.05 |
| 2018-06-30 | $390k | 3.4k | 116.04 |
| 2018-03-31 | $416k | 3.7k | 111.71 |
| 2017-12-31 | $537k | 4.6k | 116.66 |
| 2017-09-30 | $467k | 4.0k | 116.90 |
| 2017-06-30 | $444k | 3.9k | 114.26 |
| 2017-03-31 | $278k | 2.5k | 112.46 |
| 2016-12-31 | $239k | 2.2k | 106.89 |