Convergent Wealth Advisors »

Vanguard Energy ETF shares owned by Convergent Wealth Advisors

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

Historical chart of Convergent Wealth Advisors investment in Vanguard Energy ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Energy ETF by Convergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-09-30 $486k 5.7k 84.77
2015-06-30 $1.1M 10k 106.96
2015-03-31 $1.1M 10k 109.27
2014-12-31 $1.1M 10k 111.58

More positions owned by Convergent Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 7-10 Y Tr Bd Etf (IEF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Na Nat Res (IGE)
Ishares Tr Msci Ac Asia Etf (AAXJ)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Int-finl (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Convergent Wealth Advisors

Top funds holding Vanguard Energy ETF

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

View all funds holding Vanguard Energy ETF