Novak Financial Planning »

Vanguard Energy ETF shares owned by Novak Financial Planning

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

Historical chart of Novak Financial Planning investment in Vanguard Energy ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Energy ETF by Novak Financial Planning

Quarter filed Position value Share count Share price at filing
2021-06-30 $1.3M 17k 75.91
2021-03-31 $1.2M 18k 67.98
2020-12-31 $938k 18k 51.85

More positions owned by Novak Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Novak Financial Planning

Top funds holding Vanguard Energy ETF

Bank of America Corporation
Morgan Stanley
UBS Group
Beacon Capital Management
Wealthfront Advisers
Wells Fargo & Company
Envestnet Asset Management
Main Management ETF Advisors
Northwestern Mutual Wealth Management Company
LPL Financial
SCS Capital Management
Royal Bank of Canada
Stifel Financial
Main Management
Green Harvest Asset Management

View all funds holding Vanguard Energy ETF