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Vanguard Energy ETF shares owned by Elevate Wealth Advisory

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

Historical chart of Elevate Wealth Advisory investment in Vanguard Energy ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Energy ETF by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.7k 77 125.86
2025-06-30 $9.2k 77 119.12
2025-03-31 $10k 77 129.71
2024-12-31 $9.3k 77 121.31
2024-09-30 $9.5k 77 123.52

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Elevate Wealth Advisory

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