Vanguard Utilities ETF shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $779k | 4.1k | 189.43 |
| 2025-06-30 | $706k | 4.0k | 176.52 |
| 2025-03-31 | $650k | 3.8k | 170.81 |
| 2024-12-31 | $657k | 4.0k | 163.43 |
| 2024-09-30 | $724k | 4.2k | 174.05 |
| 2024-06-30 | $593k | 4.0k | 147.93 |
| 2023-06-30 | $451k | 3.2k | 142.15 |
| 2023-03-31 | $241k | 1.6k | 147.51 |
| 2022-12-31 | $577k | 3.8k | 153.36 |
| 2022-09-30 | $576k | 4.0k | 142.29 |
| 2022-06-30 | $732k | 4.8k | 152.37 |
| 2022-03-31 | $809k | 5.0k | 161.86 |
| 2021-12-31 | $716k | 4.6k | 156.43 |
| 2021-09-30 | $664k | 4.8k | 139.17 |
| 2021-06-30 | $542k | 3.9k | 138.69 |
| 2020-09-30 | $634k | 4.9k | 129.18 |
| 2020-06-30 | $631k | 5.1k | 123.63 |
| 2020-03-31 | $675k | 5.5k | 121.95 |
| 2019-12-31 | $920k | 920 | 1000.00 |
| 2019-09-30 | $955k | 6.7k | 143.61 |
| 2019-06-30 | $1.2M | 8.9k | 132.99 |
| 2019-03-31 | $958k | 7.4k | 130.13 |
| 2018-12-31 | $1.6M | 13k | 117.82 |
| 2017-12-31 | $926k | 7.9k | 116.57 |
| 2017-09-30 | $864k | 7.4k | 116.84 |
| 2017-06-30 | $1.0M | 8.9k | 114.42 |
| 2015-03-31 | $274k | 2.8k | 96.72 |
| 2014-12-31 | $232k | 2.3k | 102.43 |
| 2014-09-30 | $214k | 2.3k | 91.14 |
| 2014-06-30 | $159k | 1.6k | 96.72 |
| 2014-03-31 | $191k | 2.1k | 90.52 |
| 2013-12-31 | $207k | 2.5k | 83.33 |
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