Vanguard Utilities ETF shares owned by Sontag Advisory
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in Vanguard Utilities ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Utilities ETF held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Utilities ETF by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 17k | 189.41 |
| 2025-06-30 | $2.9M | 16k | 176.51 |
| 2025-03-31 | $2.8M | 17k | 170.81 |
| 2024-12-31 | $2.7M | 17k | 163.42 |
| 2024-09-30 | $2.9M | 17k | 174.05 |
| 2024-06-30 | $2.5M | 17k | 147.92 |
| 2024-03-31 | $2.4M | 17k | 142.58 |
| 2023-12-31 | $2.4M | 17k | 137.07 |
| 2023-09-30 | $2.2M | 17k | 127.54 |
| 2023-06-30 | $2.5M | 17k | 142.17 |
| 2023-03-31 | $2.6M | 17k | 147.52 |
| 2022-12-31 | $2.7M | 17k | 153.36 |
| 2022-09-30 | $2.5M | 17k | 142.27 |
| 2022-06-30 | $2.7M | 18k | 152.32 |
| 2022-03-31 | $453k | 2.8k | 161.67 |
| 2021-12-31 | $453k | 2.9k | 156.26 |
| 2021-09-30 | $473k | 3.4k | 139.08 |
| 2021-03-31 | $517k | 3.7k | 140.60 |