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Vanguard Energy ETF shares owned by Klingman & Associates

Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Vanguard Energy ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Energy ETF held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Energy ETF by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $406k 2.7k 150.13
2026-03-31 $815k 4.7k 173.04
2025-12-31 $593k 4.7k 125.92
2025-09-30 $592k 4.7k 125.86

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust ST STR P500GRW (SPYG)
Apple (AAPL)
Spdr Series Trust St Str P500val (SPYV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)

View all positions for Klingman & Associates

Top funds holding Vanguard Energy ETF

Bank of America Corporation
Morgan Stanley
UBS Group
Wells Fargo & Company
LPL Financial
Wealthfront Advisers
Beacon Capital Management
Royal Bank of Canada
Manufacturers Life Insurance Company
Envestnet Asset Management
Green Harvest Asset Management
SCS Capital Management
Stifel Financial
Cetera Investment Advisers
Empower Advisory Group

View all funds holding Vanguard Energy ETF