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Vanguard Energy ETF shares owned by Trinity Financial Advisors

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

Historical chart of Trinity Financial Advisors investment in Vanguard Energy ETF

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

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Quarterly reported holdings in Vanguard Energy ETF by Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $521k 4.1k 125.85
2025-06-30 $492k 4.1k 119.12
2025-03-31 $495k 4.1k 120.29
2024-12-31 $232k 1.9k 122.80
2024-09-30 $232k 2.1k 112.89
2024-06-30 $263k 2.0k 128.49

More positions owned by Trinity Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Us Equity Etf (DFUS)
Owl Rock Capital Corporation (OBDC)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Trinity Financial Advisors

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