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Vanguard Energy ETF shares owned by Custom Portfolio Group

Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Custom Portfolio Group from 13F filings

Historical chart of Custom Portfolio Group investment in Vanguard Energy ETF

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All positions including Vanguard Energy ETF held by Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Energy ETF by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.9M 23k 123.87
2024-03-31 $2.9M 23k 127.85
2023-12-31 $2.6M 23k 113.61

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding Vanguard Energy ETF

Bank of America Corporation
UBS Group
Morgan Stanley
Beacon Capital Management
Wells Fargo & Company
Wealthfront Advisers
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

View all funds holding Vanguard Energy ETF