Dakota Wealth Management
Position in VPU — VANGUARD UTILITIES INDEX FUND
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in VPU
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VPU | $5,245,162 | 26,472 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 VPU | $4,959,812 | 26,804 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 VPU | $5,177,901 | 27,337 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 VPU | $4,672,572 | 26,472 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 VPU | $4,794,295 | 28,068 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 VPU | $4,689,336 | 28,695 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 VPU | $5,114,807 | 29,387 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 VPU | $4,425,766 | 29,920 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 VPU | $4,638,840 | 32,535 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 VPU | $4,679,295 | 34,138 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 VPU | $4,715,919 | 36,976 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 VPU | $243,110 | 1,710 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 VPU | $252,259 | 1,710 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 VPU | $262,245 | 1,710 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 VPU | $243,264 | 1,710 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||