Vanguard Energy ETF shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Vanguard Energy ETF
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Quarterly reported holdings in Vanguard Energy ETF by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 33k | 125.86 |
| 2025-06-30 | $4.0M | 34k | 119.12 |
| 2025-03-31 | $4.5M | 34k | 129.71 |
| 2024-12-31 | $4.3M | 36k | 121.31 |
| 2024-09-30 | $4.4M | 36k | 123.52 |
| 2024-06-30 | $5.3M | 41k | 128.52 |
| 2024-03-31 | $5.8M | 44k | 131.70 |
| 2023-12-31 | $7.6M | 65k | 117.28 |
| 2023-09-30 | $8.9M | 70k | 127.61 |
| 2023-06-30 | $8.0M | 71k | 113.87 |
| 2023-03-31 | $7.7M | 68k | 114.23 |
| 2022-12-31 | $9.8M | 81k | 121.28 |
| 2022-09-30 | $9.2M | 89k | 102.82 |
| 2022-06-30 | $9.2M | 93k | 99.47 |
| 2022-03-31 | $9.1M | 85k | 107.04 |
| 2021-12-31 | $6.6M | 85k | 77.61 |
| 2021-09-30 | $6.0M | 81k | 73.90 |
| 2021-06-30 | $3.4M | 45k | 75.89 |
| 2021-03-31 | $1.7M | 25k | 67.99 |
| 2015-06-30 | $518k | 4.8k | 106.98 |
| 2015-03-31 | $338k | 3.1k | 109.21 |
More positions owned by A. Montag and Associates
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