Vanguard Utilities ETF shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 6.4k | 189.42 |
| 2025-06-30 | $1.1M | 6.3k | 176.51 |
| 2024-12-31 | $995k | 6.1k | 163.43 |
| 2024-09-30 | $1.1M | 6.0k | 174.05 |
| 2024-06-30 | $888k | 6.0k | 147.93 |
| 2024-03-31 | $832k | 5.8k | 142.59 |
| 2023-12-31 | $726k | 5.3k | 137.07 |
| 2023-09-30 | $666k | 5.2k | 127.55 |
| 2023-06-30 | $738k | 5.2k | 142.18 |
| 2023-03-31 | $766k | 5.2k | 147.53 |
| 2022-12-31 | $792k | 5.2k | 153.36 |
| 2022-09-30 | $654k | 4.6k | 142.20 |
| 2022-06-30 | $706k | 4.6k | 152.29 |
| 2022-03-31 | $746k | 4.6k | 161.82 |
| 2021-12-31 | $717k | 4.6k | 156.35 |