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
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Quarterly reported holdings in Vanguard Utilities ETF by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |