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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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All positions including Vanguard Energy ETF held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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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
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