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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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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
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