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Vanguard Energy ETF shares owned by Copia Wealth Management

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

Historical chart of Copia Wealth Management investment in Vanguard Energy ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Energy ETF held by Copia 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 Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 107 125.86
2025-06-30 $13k 107 119.12
2025-03-31 $11k 83 129.71
2024-12-31 $40k 326 121.31

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Strive Enhanced Income Short Maturity Etf Etf (BUXX)
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Pacer Us Cash Cows 100 Etf Etf (COWZ)
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Vanguard Russell 2000 Etf Etf (VTWO)
Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
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View all positions for Copia Wealth Management

Top funds holding Vanguard Energy ETF

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

View all funds holding Vanguard Energy ETF