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Vanguard Energy ETF shares owned by SWAN Capital

Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by SWAN Capital from 13F filings

Historical chart of SWAN Capital investment in Vanguard Energy ETF

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All positions including Vanguard Energy ETF held by SWAN Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Energy ETF by SWAN Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 88k 122.47
2024-06-30 $7.3M 58k 127.57
2024-03-31 $2.1M 16k 131.70
2023-09-30 $1.1M 8.9k 126.75
2023-03-31 $647k 5.7k 114.22

More positions owned by SWAN Capital

Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard World Utilities Etf (VPU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard World Energy Etf (VDE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for SWAN Capital

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