Vanguard Utilities ETF shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Vanguard Utilities ETF
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All positions including Vanguard Utilities ETF held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Utilities ETF by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.2M | 16k | 197.88 |
| 2025-12-31 | $274k | 1.5k | 185.14 |
| 2023-03-31 | $461k | 3.1k | 147.66 |
| 2022-12-31 | $542M | 3.5k | 153369.20 |
| 2022-09-30 | $393k | 2.8k | 142.24 |
| 2022-06-30 | $237k | 1.5k | 153.00 |
| 2020-12-31 | $234k | 1.7k | 136.84 |
| 2019-09-30 | $892k | 6.2k | 143.59 |