Vanguard Utilities ETF shares owned by Retirement Planning Group
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in Vanguard Utilities ETF
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All positions including Vanguard Utilities ETF held by Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Utilities ETF by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 9.7k | 189.41 |
| 2025-06-30 | $693k | 3.9k | 176.51 |
| 2025-03-31 | $574k | 3.4k | 170.82 |
| 2024-12-31 | $492k | 3.0k | 163.40 |
| 2024-09-30 | $522k | 3.0k | 174.08 |
| 2024-06-30 | $433k | 2.9k | 147.92 |
| 2024-03-31 | $504k | 3.5k | 142.58 |
| 2023-12-31 | $214k | 1.6k | 137.07 |