Family Firm »

Vanguard Energy ETF shares owned by Family Firm

Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Family Firm from 13F filings

Historical chart of Family Firm investment in Vanguard Energy ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Energy ETF held by Family Firm 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 Family Firm

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.5M 29k 121.31
2024-09-30 $3.4M 28k 122.47
2024-06-30 $3.5M 27k 127.57
2024-03-31 $3.6M 27k 131.70
2023-12-31 $3.2M 27k 117.28
2023-09-30 $3.1M 24k 126.74
2023-06-30 $2.9M 26k 112.89
2023-03-31 $3.0M 26k 114.23
2022-12-31 $3.1M 26k 121.28
2022-09-30 $2.3M 29k 77.61
2022-06-30 $2.3M 29k 77.61
2022-03-31 $2.3M 29k 77.61
2021-12-31 $2.3M 29k 77.61
2021-09-30 $2.5M 31k 82.78
2021-06-30 $2.3M 31k 75.89
2021-03-31 $2.1M 31k 68.01
2020-12-31 $1.8M 30k 59.04
2020-09-30 $1.3M 31k 40.31
2020-06-30 $1.4M 27k 50.30
2020-03-31 $989k 26k 38.22
2019-12-31 $1.8M 22k 81.50
2019-09-30 $1.6M 21k 78.01
2019-06-30 $1.7M 20k 85.04
2019-03-31 $1.8M 21k 89.39
2018-12-31 $1.6M 21k 77.13
2018-09-30 $2.3M 21k 105.10
2018-06-30 $2.2M 21k 105.08
2018-03-31 $1.9M 21k 92.38
2017-12-31 $2.3M 23k 98.94
2017-09-30 $2.1M 22k 93.56
2017-06-30 $1.7M 19k 88.53
2017-03-31 $1.7M 18k 96.73
2016-12-31 $1.8M 18k 104.67
2016-09-30 $1.6M 16k 97.70
2016-06-30 $1.4M 15k 95.13
2016-03-31 $975k 11k 85.78
2015-12-31 $947k 11k 83.16
2015-09-30 $781k 9.2k 84.72
2015-06-30 $486k 4.5k 106.93
2015-03-31 $402k 3.7k 109.39

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares North American Natural Resources Etf Etf (IGE)
Vanguard Russell 3000 Etf Etf (VTHR)
Schwab U.s. Broad Market Etf Etf (SCHB)
Ishares Tips Bond Etf Etf (TIP)
Apple Stock (AAPL)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Nvidia Corporation Stock (NVDA)
Ishares International Treasury Bond Etf Etf (IGOV)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for Family Firm

Top funds holding Vanguard Energy ETF

Wealthfront Advisers
Bank of America Corporation
Morgan Stanley
UBS Group
Wells Fargo & Company
Beacon Capital Management
Manufacturers Life Insurance Company
LPL Financial
Envestnet Asset Management
Royal Bank of Canada
Green Harvest Asset Management
SCS Capital Management
Stifel Financial
Northwestern Mutual Wealth Management Company
Raymond James Financial

View all funds holding Vanguard Energy ETF