CWM »

Vanguard Utilities ETF shares owned by CWM

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

Historical chart of CWM investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.6M 23k 198.14
2025-12-31 $4.3M 24k 185.03
2025-09-30 $855k 4.5k 189.45
2025-06-30 $819k 4.6k 176.43
2025-03-31 $699k 4.1k 170.82
2024-12-31 $728k 4.5k 163.34
2024-09-30 $654k 3.8k 174.12
2024-06-30 $562k 3.8k 147.93
2024-03-31 $567k 4.0k 142.46
2023-12-31 $794k 5.8k 137.16
2023-09-30 $129k 1.0k 127.85
2023-06-30 $143k 1.0k 141.72
2023-03-31 $195k 1.3k 147.39
2022-12-31 $212k 1.4k 153.40
2022-09-30 $331k 2.3k 142.18
2022-06-30 $325k 2.1k 152.51
2022-03-31 $341k 2.1k 162.00
2021-12-31 $313k 2.0k 156.19
2021-06-30 $150k 1.1k 138.89
2021-03-31 $150k 1.1k 138.89
2020-12-31 $32k 230 139.13
2020-09-30 $73k 565 129.20
2020-06-30 $150k 1.1k 138.89
2020-03-31 $26k 210 123.81
2019-12-31 $0 1 0.00
2019-09-30 $150k 1.1k 138.89
2019-06-30 $2.0k 17 117.65
2019-03-31 $150k 1.1k 138.89
2018-12-31 $5.0k 39 128.21