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Vanguard Energy ETF shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in Vanguard Energy ETF

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-09-30 $3.1M 18k 172.16
2026-06-30 $2.2M 15k 150.13
2026-03-31 $2.3M 14k 173.04
2025-12-31 $1.5M 12k 125.93
2025-09-30 $1.6M 13k 125.87
2025-06-30 $709k 5.9k 119.13
2025-03-31 $1.6M 12k 129.72
2024-12-31 $1.2M 10k 121.32
2024-09-30 $1.0M 8.2k 122.47
2024-06-30 $1.1M 8.3k 127.58
2024-03-31 $945k 7.2k 131.70
2023-12-31 $1.1M 9.1k 117.28
2023-09-30 $841k 6.6k 126.74
2023-06-30 $742k 6.6k 112.89
2023-03-31 $752k 6.6k 114.23
2022-12-31 $1.0M 8.6k 121.28
2022-09-30 $778k 7.7k 101.65
2022-06-30 $758k 7.6k 99.51
2022-03-31 $824k 7.7k 106.99
2021-12-31 $575k 7.4k 77.65