Vanguard Energy ETF shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Vanguard Energy ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Energy ETF held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Energy ETF by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 25k | 125.86 |
| 2025-06-30 | $2.7M | 23k | 119.12 |
| 2025-03-31 | $2.9M | 22k | 129.71 |
| 2024-12-31 | $2.8M | 23k | 121.31 |
| 2024-09-30 | $2.8M | 23k | 122.47 |
| 2024-06-30 | $2.1M | 16k | 127.57 |
| 2024-03-31 | $2.4M | 19k | 131.70 |
| 2023-12-31 | $2.6M | 22k | 117.28 |
More positions owned by Concurrent Investment Advisors
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