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Vanguard Utilities ETF shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Utilities ETF held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Utilities ETF by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 12k 189.41
2025-06-30 $2.1M 12k 176.50
2025-03-31 $2.0M 12k 170.82
2024-12-31 $1.8M 11k 163.42
2024-09-30 $1.8M 11k 174.05
2024-06-30 $1.6M 11k 147.92
2024-03-31 $336k 2.4k 142.58