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Vanguard Energy ETF shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Vanguard Energy ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Energy ETF by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.5k 23 150.13

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Vanguard Energy ETF

Bank of America Corporation
Morgan Stanley
UBS Group
Wells Fargo & Company
LPL Financial
Wealthfront Advisers
Beacon Capital Management
Envestnet Asset Management
Manufacturers Life Insurance Company
Royal Bank of Canada
Bnp Paribas Arbitrage, Snc
SCS Capital Management
Green Harvest Asset Management
Ameriprise Financial
Stifel Financial

View all funds holding Vanguard Energy ETF