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Vanguard Energy ETF shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Vanguard Energy ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Energy ETF by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 37k 131.70

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

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
Green Harvest Asset Management

View all funds holding Vanguard Energy ETF