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Vanguard Energy ETF shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts investment in Vanguard Energy ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Energy ETF by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 1.8k 125.89
2025-03-31 $243k 1.9k 129.69
2024-09-30 $209k 1.7k 122.50
2024-06-30 $1.8M 228k 7.70
2024-03-31 $228k 1.7k 131.73

More positions owned by Strategic Financial Concepts

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
T Rowe Price Etf Ultra Shrt Trm (TBUX)
Vanguard Specialized Funds Div App Etf (VIG)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Financial (XLF)
Tesla Motors (TSLA)

View all positions for Strategic Financial Concepts

Top funds holding Vanguard Energy ETF

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

View all funds holding Vanguard Energy ETF