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Vanguard Energy ETF shares owned by LRI Investments

Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in Vanguard Energy ETF

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All positions including Vanguard Energy ETF held by LRI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Energy ETF by LRI Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 33k 125.86
2025-06-30 $3.5M 29k 119.12
2025-03-31 $3.5M 27k 129.71
2024-12-31 $54k 442 121.41
2024-09-30 $58k 440 132.71

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Meta Platforms Inc Cl A Stock (META)
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Apple Stock (AAPL)
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Trane Technologies Stock (TT)

View all positions for LRI Investments

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