Vanguard Utilities ETF shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 20k | 174.05 |
| 2024-06-30 | $1.9M | 13k | 147.92 |
| 2024-03-31 | $1.9M | 13k | 142.54 |
| 2023-09-30 | $1.9M | 15k | 127.54 |
| 2023-06-30 | $2.1M | 15k | 142.17 |
| 2023-03-31 | $2.8M | 19k | 147.53 |
| 2022-12-31 | $2.5M | 17k | 153.38 |
| 2022-09-30 | $1.9M | 14k | 142.26 |
| 2022-06-30 | $2.0M | 13k | 152.32 |
| 2022-03-31 | $1.4M | 8.4k | 161.87 |
| 2021-12-31 | $1.4M | 8.7k | 156.44 |
| 2021-09-30 | $912k | 6.6k | 139.13 |
| 2021-06-30 | $909k | 6.6k | 138.76 |
| 2021-03-31 | $886k | 6.3k | 140.55 |
| 2020-12-31 | $609k | 4.4k | 137.16 |
| 2020-09-30 | $399k | 3.1k | 129.21 |
| 2020-06-30 | $213k | 1.7k | 123.48 |
| 2020-03-31 | $218k | 1.8k | 121.65 |
| 2019-12-31 | $345k | 2.4k | 142.92 |
| 2019-09-30 | $233k | 1.6k | 143.38 |
More positions owned by Integrated Wealth Concepts
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