Calton & Associates »

Vanguard Utilities ETF shares owned by Calton & Associates

Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Utilities ETF by Calton & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 12k 137.07
2023-06-30 $1.8M 13k 142.17
2023-03-31 $3.0M 21k 147.52
2022-12-31 $3.2M 21k 153.36
2022-09-30 $5.1M 36k 142.24
2022-06-30 $2.6M 17k 152.33
2022-03-31 $5.9M 36k 161.81
2021-12-31 $2.3M 15k 156.40
2021-09-30 $1.8M 13k 139.09
2021-06-30 $1.7M 12k 138.91
2021-03-31 $1.6M 12k 140.51
2020-12-31 $1.5M 11k 137.18
2020-09-30 $1.4M 11k 129.08
2020-06-30 $1.2M 9.5k 123.62
2020-03-31 $1.2M 10k 121.95
2019-12-31 $1.4M 10k 142.90
2019-09-30 $370k 2.6k 143.86
2017-12-31 $184k 1.6k 111.72