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Vanguard Energy ETF shares owned by Advisor

Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Advisor from 13F filings

Historical chart of Advisor investment in Vanguard Energy ETF

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All positions including Vanguard Energy ETF held by Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Energy ETF by Advisor

Quarter filed Position value Share count Share price at filing
2019-12-31 $20M 244k 81.59
2019-09-30 $17M 211k 78.12
2019-06-30 $15M 171k 85.14
2019-03-31 $13M 142k 89.53
2018-12-31 $8.2M 106k 77.20
2018-09-30 $9.4M 89k 105.31
2018-06-30 $5.0M 47k 105.26
2018-03-31 $4.9M 53k 92.53
2017-12-31 $5.1M 51k 99.10
2017-09-30 $4.5M 48k 93.74
2017-06-30 $3.0M 43k 70.83
2017-03-31 $2.5M 34k 75.65
2016-12-31 $3.7M 45k 81.83
2016-09-30 $2.3M 31k 75.69
2016-06-30 $2.9M 30k 95.03

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Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Total Stock Market ETF (VTI)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
SPDR DJ Wilshire Large Cap Value (SPYV)
iShares S&P 500 Growth Index (IVW)
Invesco Qqq Trust Series 1 (QQQ)
Spdr S&p 500 Etf (SPY)
Ishares Tr cmn (GOVT)
Vanguard Value ETF (VTV)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Ishares Msci Usa Quality Facto invalid (QUAL)

View all positions for Advisor

Top funds holding Vanguard Energy ETF

Bank of America Corporation
Morgan Stanley
UBS Group
Beacon Capital Management
Wealthfront Advisers
Wells Fargo & Company
Envestnet Asset Management
Main Management ETF Advisors
Northwestern Mutual Wealth Management Company
LPL Financial
SCS Capital Management
Royal Bank of Canada
Stifel Financial
Main Management
Cetera Investment Advisers

View all funds holding Vanguard Energy ETF