Vanguard Utilities ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $762k | 4.3k | 176.50 |
| 2025-03-31 | $714k | 4.2k | 170.80 |
| 2024-12-31 | $765k | 4.7k | 163.41 |
| 2024-09-30 | $1.2M | 6.9k | 174.04 |
| 2024-06-30 | $1.0M | 6.8k | 147.91 |
| 2024-03-31 | $975k | 6.8k | 142.59 |
| 2023-12-31 | $644k | 4.7k | 137.08 |
| 2023-09-30 | $779k | 6.1k | 127.54 |
| 2023-06-30 | $745k | 7.3k | 101.88 |
| 2023-03-31 | $65M | 331k | 194.89 |
| 2022-12-31 | $862k | 5.6k | 153.35 |
| 2022-06-30 | $616k | 4.0k | 152.32 |
| 2022-03-31 | $612k | 3.8k | 161.90 |