Vanguard Utilities ETF shares owned by Wealth Effects
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $493k | 2.6k | 189.41 |
| 2025-06-30 | $460k | 2.6k | 176.51 |
| 2025-03-31 | $411k | 2.4k | 170.81 |
| 2024-12-31 | $393k | 2.4k | 163.42 |
| 2024-09-30 | $418k | 2.4k | 174.05 |
| 2024-06-30 | $356k | 2.4k | 147.92 |
| 2024-03-31 | $410k | 2.9k | 142.59 |
| 2023-12-31 | $394k | 2.9k | 137.08 |
| 2023-09-30 | $367k | 2.9k | 127.55 |
| 2023-06-30 | $409k | 2.9k | 142.16 |
| 2023-03-31 | $424k | 2.9k | 147.51 |
| 2022-12-31 | $441k | 2.9k | 153.38 |
| 2022-09-30 | $405k | 2.8k | 142.36 |
| 2022-06-30 | $434k | 2.8k | 152.55 |
| 2022-03-31 | $460k | 2.8k | 161.69 |
| 2021-12-31 | $445k | 2.8k | 156.41 |