Vanguard Energy ETF shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Vanguard Energy ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Energy ETF held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Energy ETF by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $866k | 6.9k | 125.87 |
| 2025-06-30 | $290k | 2.4k | 119.12 |
| 2025-03-31 | $814k | 6.3k | 129.71 |
| 2024-12-31 | $805k | 6.6k | 121.32 |
| 2024-09-30 | $855k | 7.0k | 122.48 |
| 2024-06-30 | $966k | 7.6k | 127.57 |
| 2024-03-31 | $989k | 7.5k | 131.70 |
| 2023-12-31 | $853k | 7.3k | 117.29 |
| 2023-09-30 | $969k | 7.6k | 126.73 |
| 2023-06-30 | $789k | 7.0k | 112.89 |
| 2023-03-31 | $828k | 7.2k | 114.23 |
| 2022-12-31 | $874k | 7.2k | 121.28 |
| 2022-09-30 | $773k | 7.6k | 101.54 |
| 2022-06-30 | $758k | 7.6k | 99.46 |
| 2022-03-31 | $1.1M | 10k | 107.06 |
| 2021-12-31 | $771k | 9.9k | 77.60 |
| 2021-09-30 | $750k | 10k | 73.93 |
| 2021-06-30 | $608k | 8.0k | 75.92 |
| 2021-03-31 | $525k | 7.7k | 67.97 |
| 2019-12-31 | $8.0k | 100 | 80.00 |
| 2018-06-30 | $1.2M | 11k | 104.89 |
| 2018-03-31 | $349k | 3.8k | 92.99 |
| 2017-12-31 | $355k | 3.4k | 105.31 |
| 2014-09-30 | $3.0M | 23k | 132.79 |
| 2014-06-30 | $3.8M | 26k | 143.96 |
| 2014-03-31 | $182k | 1.4k | 128.71 |
| 2013-12-31 | $208k | 1.6k | 126.29 |
More positions owned by Institute For Wealth Management
View all positions for Institute For Wealth Management