Vanguard Utilities ETF shares owned by National Wealth Management Group
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by National Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $641k | 3.4k | 189.39 |
| 2025-06-30 | $596k | 3.4k | 176.52 |
| 2025-03-31 | $635k | 3.7k | 170.83 |
| 2024-12-31 | $661k | 4.0k | 163.41 |
| 2024-09-30 | $707k | 4.1k | 174.04 |
| 2024-06-30 | $627k | 4.2k | 147.93 |
| 2024-03-31 | $642k | 4.5k | 142.59 |
| 2023-12-31 | $662k | 4.8k | 137.08 |
| 2023-09-30 | $790k | 6.2k | 127.53 |
| 2023-06-30 | $960k | 6.9k | 140.00 |
| 2023-03-31 | $1.2M | 7.9k | 149.86 |
| 2022-12-31 | $1.2M | 8.0k | 153.35 |
| 2022-09-30 | $1.3M | 9.2k | 142.26 |
| 2022-06-30 | $1.4M | 9.3k | 152.35 |
| 2022-03-31 | $1.4M | 8.7k | 161.80 |
| 2021-12-31 | $1.3M | 8.3k | 156.40 |
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