Vanguard Utilities ETF shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Vanguard Utilities ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Utilities ETF held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Utilities ETF by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $215k | 1.2k | 176.54 |
| 2025-03-31 | $287k | 1.7k | 170.82 |
| 2024-12-31 | $272k | 1.7k | 163.43 |
| 2024-09-30 | $263k | 1.5k | 174.05 |
| 2024-06-30 | $226k | 1.5k | 147.92 |
| 2024-03-31 | $187k | 1.3k | 142.58 |
| 2023-12-31 | $41k | 299 | 137.07 |
| 2023-09-30 | $154k | 1.2k | 127.54 |
| 2023-06-30 | $54k | 379 | 142.17 |
| 2023-03-31 | $52k | 355 | 147.52 |