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Vanguard Energy ETF shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Vanguard Energy ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Energy ETF held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Energy ETF by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $127k 994 127.57
2024-03-31 $139k 1.1k 131.70
2023-12-31 $35k 301 117.28
2023-09-30 $174k 1.4k 126.74

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View all positions for Cape Investment Advisory

Top funds holding Vanguard Energy ETF

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

View all funds holding Vanguard Energy ETF