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Vanguard Energy ETF shares owned by Principia Wealth Advisory

Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Principia Wealth Advisory from 13F filings

Historical chart of Principia Wealth Advisory investment in Vanguard Energy ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Energy ETF by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $47k 310 150.13
2026-03-31 $74k 426 173.28

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Invesco Nasdaq 100 Etf Etf (QQQM)
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Invesco Qqq Trust Series I Etf (QQQ)
Eyepoint Stock (EYPT)
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Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
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State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Ishares Gold Trust Etf (IAU)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Ocular Therapeutix Stock (OCUL)
Schwab 1000 Index Etf (SCHK)
Franklin Ftse Latin America Etf Etf (FLLA)

View all positions for Principia Wealth Advisory

Top funds holding Vanguard Energy ETF

Bank of America Corporation
Morgan Stanley
UBS Group
Wells Fargo & Company
LPL Financial
Wealthfront Advisers
Beacon Capital Management
Royal Bank of Canada
Manufacturers Life Insurance Company
Envestnet Asset Management
Green Harvest Asset Management
SCS Capital Management
Stifel Financial
Cetera Investment Advisers
Empower Advisory Group

View all funds holding Vanguard Energy ETF