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Vanguard Energy ETF shares owned by Sound View Wealth Advisors Group

Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Sound View Wealth Advisors Group from 13F filings

Historical chart of Sound View Wealth Advisors Group investment in Vanguard Energy ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Energy ETF by Sound View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $316k 2.4k 131.71
2023-12-31 $317k 2.7k 117.29
2023-09-30 $319k 2.5k 126.75
2023-06-30 $284k 2.5k 112.90
2023-03-31 $567k 5.0k 114.23

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Apple (AAPL)
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NVIDIA Corporation (NVDA)
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Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Ibds Dec28 Etf (IBDT)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
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Procter & Gamble Company (PG)

View all positions for Sound View Wealth Advisors Group

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