Vanguard Utilities ETF shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 7.3k | 163.41 |
| 2024-09-30 | $1.3M | 7.4k | 174.05 |
| 2024-06-30 | $1.1M | 7.7k | 147.92 |
| 2024-03-31 | $1.2M | 8.3k | 142.58 |
| 2023-12-31 | $1.2M | 8.6k | 137.07 |
| 2023-09-30 | $1.2M | 9.7k | 127.54 |
| 2023-06-30 | $1.4M | 9.9k | 142.17 |
| 2023-03-31 | $1.5M | 9.9k | 147.52 |
| 2022-12-31 | $1.5M | 10k | 153.36 |
| 2022-09-30 | $1.4M | 9.7k | 142.22 |
| 2022-06-30 | $1.2M | 7.7k | 152.41 |
| 2022-03-31 | $1.1M | 7.1k | 161.83 |
| 2021-12-31 | $1.1M | 7.2k | 156.44 |
| 2021-09-30 | $935k | 6.7k | 139.20 |
| 2021-06-30 | $968k | 7.0k | 138.78 |
| 2021-03-31 | $1.0M | 7.2k | 140.51 |
| 2020-12-31 | $1.0M | 7.6k | 137.28 |
More positions owned by Charter Oak Capital Management
View all positions for Charter Oak Capital Management