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Vanguard Energy ETF shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in Vanguard Energy ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Energy ETF held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Energy ETF by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.8M 41k 117.28
2023-09-30 $5.1M 41k 126.74
2023-06-30 $4.5M 40k 112.89
2023-03-31 $4.4M 39k 114.23
2022-12-31 $4.2M 35k 121.28
2022-09-30 $3.2M 31k 101.56
2022-06-30 $654k 6.6k 99.47
2018-03-31 $3.0k 37 81.08

More positions owned by McKinley Carter Wealth Services

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus Top 200 Etf (IWL)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Select Sector Spdr Tr Technology (XLK)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for McKinley Carter Wealth Services

Top funds holding Vanguard Energy ETF

Bank of America Corporation
UBS Group
Beacon Capital Management
Wealthfront Advisers
Wells Fargo & Company
Main Management ETF Advisors
SCS Capital Management
Royal Bank of Canada
Stifel Financial
Main Management
Advisor Group Holdings
Raymond James & Associates
Jpmorgan Chase & Co
HighTower Advisors
Empower Advisory Group

View all funds holding Vanguard Energy ETF