Vanguard Utilities ETF shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $148k | 783 | 189.41 |
| 2025-06-30 | $66k | 375 | 176.51 |
| 2025-03-31 | $64k | 375 | 170.81 |
| 2024-12-31 | $61k | 375 | 163.42 |
| 2024-09-30 | $65k | 375 | 174.05 |
| 2024-06-30 | $56k | 375 | 147.92 |
| 2024-03-31 | $54k | 375 | 142.58 |
| 2023-12-31 | $51k | 375 | 137.07 |
| 2023-09-30 | $48k | 375 | 127.54 |
| 2023-06-30 | $53k | 375 | 142.17 |
| 2023-03-31 | $55k | 375 | 147.52 |
| 2022-12-31 | $58k | 375 | 153.36 |
| 2022-09-30 | $53k | 375 | 141.33 |
| 2022-06-30 | $57k | 375 | 152.00 |
| 2022-03-31 | $61k | 375 | 162.67 |
| 2021-12-31 | $59k | 375 | 157.33 |
| 2021-09-30 | $52k | 375 | 138.67 |
| 2021-06-30 | $52k | 375 | 138.67 |
| 2021-03-31 | $53k | 375 | 141.33 |
| 2020-12-31 | $51k | 375 | 136.00 |
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