Vanguard Utilities ETF shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.4M | 24k | 185.04 |
| 2025-03-31 | $205k | 1.2k | 170.82 |
| 2024-09-30 | $9.6k | 55 | 174.05 |
| 2024-06-30 | $32k | 218 | 147.92 |
| 2024-03-31 | $52k | 367 | 142.58 |
| 2023-12-31 | $1.5k | 11 | 140.64 |
| 2023-09-30 | $21k | 161 | 127.54 |
| 2023-06-30 | $4.7k | 33 | 142.17 |
| 2023-03-31 | $81k | 552 | 147.52 |