Vanguard Utilities ETF shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Vanguard Utilities ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Utilities ETF held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Utilities ETF by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 5.6k | 189.40 |
| 2025-06-30 | $959k | 5.4k | 176.50 |
| 2025-03-31 | $1.0M | 6.0k | 170.81 |
| 2024-12-31 | $215k | 1.3k | 163.42 |
| 2024-09-30 | $216k | 1.2k | 174.07 |
| 2023-06-30 | $877k | 6.2k | 142.17 |
| 2023-03-31 | $1.0M | 7.0k | 147.52 |
| 2022-12-31 | $745k | 4.9k | 153.36 |
| 2022-09-30 | $1.8M | 13k | 142.24 |
| 2022-06-30 | $2.1M | 14k | 152.28 |
| 2022-03-31 | $662k | 4.1k | 161.98 |
| 2021-12-31 | $710k | 4.5k | 156.49 |