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Vanguard Energy ETF shares owned by Global Wealth Management

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

Historical chart of Global Wealth Management investment in Vanguard Energy ETF

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $765k 6.1k 125.86
2025-06-30 $746k 6.0k 123.80
2025-03-31 $776k 6.0k 129.71
2024-12-31 $720k 5.9k 121.31
2024-09-30 $716k 5.8k 122.46

More positions owned by Global Wealth Management

J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard World Inf Tech Etf (VGT)
Johnson & Johnson (JNJ)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Global 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