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Vanguard Utilities ETF shares owned by Nelson Roberts Investment Advisors

Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Nelson Roberts Investment Advisors from 13F filings

Historical chart of Nelson Roberts Investment Advisors investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by Nelson Roberts Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Utilities ETF by Nelson Roberts Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.6M 34k 137.07
2023-09-30 $4.8M 37k 127.55
2023-06-30 $5.2M 37k 142.18
2023-03-31 $5.4M 37k 147.52
2022-12-31 $5.5M 36k 153.36
2022-09-30 $5.2M 37k 142.27
2022-06-30 $3.4M 23k 152.36
2022-03-31 $3.8M 23k 161.80
2021-12-31 $3.7M 24k 156.41
2021-09-30 $3.3M 24k 139.13
2021-06-30 $3.3M 24k 138.74
2021-03-31 $3.3M 23k 140.53
2020-12-31 $3.3M 24k 137.21
2020-09-30 $4.5M 35k 129.11
2020-06-30 $4.5M 36k 123.67
2020-03-31 $4.4M 36k 121.92
2019-12-31 $5.2M 36k 142.89
2019-09-30 $4.9M 34k 143.64
2019-06-30 $4.2M 32k 132.92