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Vanguard Energy ETF shares owned by Forthright Family Wealth Advisory

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

Historical chart of Forthright Family Wealth Advisory investment in Vanguard Energy ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Energy ETF held by Forthright Family 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 Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $571k 4.5k 127.57
2024-03-31 $652k 4.9k 131.70
2023-12-31 $671k 5.7k 117.28

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Forthright Family Wealth Advisory

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