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Vanguard Utilities ETF shares owned by Western Wealth Management

Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Western Wealth Management from 13F filings

Historical chart of Western Wealth Management investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0M 16k 185.03
2025-09-30 $274k 1.4k 189.35
2025-06-30 $257k 1.5k 176.52
2025-03-31 $266k 1.6k 170.86
2024-12-31 $238k 1.5k 163.41
2024-09-30 $261k 1.5k 174.00
2024-06-30 $212k 1.4k 147.96
2024-03-31 $206k 1.4k 142.62
2023-12-31 $206k 1.5k 137.08
2023-09-30 $361k 2.8k 127.56
2023-06-30 $635k 4.5k 142.18
2023-03-31 $641k 4.3k 147.53
2022-12-31 $557k 3.6k 153.39
2022-09-30 $913k 6.4k 142.17
2022-06-30 $622k 4.1k 152.38
2022-03-31 $676k 4.2k 161.72
2021-12-31 $268k 1.7k 156.27