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Vanguard Energy ETF shares owned by Allen Wealth Management

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

Historical chart of Allen Wealth Management investment in Vanguard Energy ETF

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

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Quarterly reported holdings in Vanguard Energy ETF by Allen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 89k 122.47
2024-06-30 $11M 87k 127.57
2024-03-31 $11M 85k 131.70

More positions owned by Allen Wealth Management

Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Alps Etf Tr Alerian Mlp (AMLP)
Vanguard World Energy Etf (VDE)
Exxon Mobil Corporation (XOM)
Chevron Corporation (CVX)
Lockheed Martin Corporation (LMT)
Cisco Systems (CSCO)
Pfizer (PFE)
Merck & Co (MRK)
Apple (AAPL)
Public Storage (PSA)
Dow (DOW)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Citigroup Com New (C)

View all positions for Allen Wealth Management

Top funds holding Vanguard Energy ETF

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

View all funds holding Vanguard Energy ETF