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Vanguard Energy ETF shares owned by Optimist Retirement Group

Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Optimist Retirement Group from 13F filings

Historical chart of Optimist Retirement Group investment in Vanguard Energy ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Energy ETF held by Optimist Retirement Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Energy ETF by Optimist Retirement Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 1.7k 122.50
2024-06-30 $221k 1.7k 127.57
2024-03-31 $220k 1.7k 131.70

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Microsoft Corporation (MSFT)
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Vanguard Index Fds Small Cp Etf (VB)
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Broadcom (AVGO)

View all positions for Optimist Retirement Group

Top funds holding Vanguard Energy ETF

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

View all funds holding Vanguard Energy ETF