Vanguard Utilities ETF shares owned by Sweeney & Michel
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Sweeney & Michel
from 13F filings
Historical chart of Sweeney & Michel investment in Vanguard Utilities ETF
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All positions including Vanguard Utilities ETF held by Sweeney & Michel consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Utilities ETF by Sweeney & Michel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $911k | 4.7k | 195.51 |
| 2025-06-30 | $827k | 4.6k | 178.02 |
| 2025-03-31 | $733k | 4.6k | 158.36 |
| 2024-09-30 | $828k | 4.7k | 176.30 |
| 2024-06-30 | $697k | 4.7k | 148.88 |
| 2024-03-31 | $723k | 4.7k | 155.03 |
| 2023-09-30 | $600k | 4.6k | 131.13 |
| 2023-06-30 | $636k | 4.6k | 139.59 |
| 2023-03-31 | $647k | 4.5k | 142.48 |