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Vanguard Utilities ETF shares owned by Anchor Investment Management

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

Historical chart of Anchor Investment Management investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by Anchor Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 6.1k 189.40
2025-06-30 $1.0M 5.9k 176.50
2025-03-31 $990k 5.8k 170.81
2024-12-31 $925k 5.7k 163.42
2024-09-30 $961k 5.5k 174.04
2024-06-30 $762k 5.1k 147.92
2024-03-31 $560k 3.9k 142.58
2023-12-31 $449k 3.3k 137.07
2023-09-30 $385k 3.0k 127.54
2023-06-30 $394k 2.8k 142.17
2023-03-31 $391k 2.7k 147.52
2022-12-31 $387k 2.5k 153.36
2022-09-30 $331k 2.3k 142.26
2022-06-30 $366k 2.4k 152.35
2022-03-31 $7.4M 46k 161.81
2021-12-31 $6.9M 44k 156.40
2021-09-30 $5.5M 40k 139.14
2021-06-30 $5.3M 38k 138.76
2021-03-31 $4.8M 34k 140.51
2020-12-31 $338k 2.5k 137.22
2020-09-30 $318k 2.5k 129.10
2020-06-30 $213k 1.7k 123.67
2020-03-31 $210k 1.7k 121.93
2019-12-31 $268k 1.9k 142.89
2019-09-30 $278k 1.9k 143.68
2019-06-30 $262k 2.0k 132.96
2019-03-31 $255k 2.0k 129.61
2018-12-31 $362k 3.1k 117.83
2018-09-30 $362k 3.1k 117.85
2018-06-30 $386k 3.3k 115.96
2018-03-31 $372k 3.3k 111.81
2017-12-31 $415k 3.6k 116.59
2017-09-30 $417k 3.6k 116.78

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Abbvie Stock (ABBV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Johnson & Johnson Stock (JNJ)

View all positions for Anchor Investment Management

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