Vanguard Utilities ETF shares owned by Sterling Investment Advisors
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Sterling Investment Advisors
from 13F filings
Historical chart of Sterling Investment Advisors investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 18k | 174.05 |
| 2024-06-30 | $2.8M | 19k | 147.92 |
| 2024-03-31 | $2.8M | 20k | 142.58 |
| 2023-12-31 | $2.7M | 20k | 137.07 |
| 2023-09-30 | $1.0M | 7.9k | 127.54 |
| 2023-06-30 | $1.2M | 8.4k | 142.17 |
| 2023-03-31 | $1.3M | 8.9k | 147.52 |
| 2022-12-31 | $1.4M | 8.9k | 153.36 |
| 2022-09-30 | $257k | 1.8k | 141.99 |
| 2022-06-30 | $297k | 2.0k | 152.23 |
| 2022-03-31 | $316k | 2.0k | 161.97 |
| 2021-12-31 | $305k | 2.0k | 156.33 |
| 2021-09-30 | $271k | 2.0k | 138.90 |
| 2021-06-30 | $257k | 1.9k | 138.84 |
| 2021-03-31 | $260k | 1.9k | 140.46 |
| 2020-12-31 | $199k | 1.5k | 137.15 |
| 2020-09-30 | $165k | 1.3k | 129.31 |
| 2020-06-30 | $157k | 1.3k | 123.04 |
| 2020-03-31 | $167k | 1.4k | 121.37 |
| 2019-12-31 | $200k | 1.4k | 142.76 |
| 2019-09-30 | $201k | 1.4k | 143.47 |
| 2019-06-30 | $200k | 1.5k | 133.24 |
| 2019-03-31 | $195k | 1.5k | 129.91 |
| 2018-12-31 | $176k | 1.5k | 117.26 |
| 2018-09-30 | $177k | 1.5k | 117.92 |
| 2018-06-30 | $174k | 1.5k | 115.92 |
| 2018-03-31 | $168k | 1.5k | 111.93 |
| 2017-12-31 | $210k | 1.8k | 116.60 |
| 2017-09-30 | $210k | 1.8k | 116.60 |
| 2017-06-30 | $206k | 1.8k | 114.38 |
| 2017-03-31 | $270k | 2.4k | 112.45 |
| 2016-12-31 | $257k | 2.4k | 107.04 |
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