We are live on ! Find out more
VDE icon

Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FT
276
Fiduciary Trust
Massachusetts
$697K -$180K -1,434 -21%
CFFP
277
Center for Financial Planning
Michigan
$692K
AWM
278
Axxcess Wealth Management
California
$689K -$64.6K -514 -9%
TP
279
Tranquility Partners
Tennessee
$685K -$1.51K -12 -0.2%
LOWM
280
Laurel Oak Wealth Management
New Jersey
$677K +$675K +5,374 New
SI
281
Stephens Inc
Arkansas
$676K +$3.14K +25 +0.5%
WANY
282
Wealthspire Advisors (New York)
New York
$670K +$116K +921 +21%
CWS
283
Cypress Wealth Services
California
$670K +$4.14K +33 +0.6%
CFO
284
Colony Family Offices
North Carolina
$670K
VM
285
VPR Management
Texas
$667K
CCA
286
Cora Capital Advisors
New Jersey
$667K -$22.6K -180 -3%
PWP
287
Principle Wealth Partners
Connecticut
$666K
NA
288
Nordwand Advisors
Pennsylvania
$660K
KBFS
289
Kohmann Bosshard Financial Services
Ohio
$659K
OIA
290
OneDigital Investment Advisors
Kansas
$657K -$325K -2,586 -33%
MCM
291
MontVue Capital Management
Virginia
$657K
RA
292
RFG Advisory
Alabama
$653K +$651K +5,182 New
UF
293
Univest Financial
Pennsylvania
$649K +$134K +1,069 +26%
JE
294
Jacobs Equity
Utah
$647K +$646K +5,140 New
RMAM
295
Raab & Moskowitz Asset Management
New Jersey
$644K -$377 -3 -0.1%
TCP
296
TMB Capital Partners
Arkansas
$627K +$626K +4,981 New
PGFC
297
Peapack-Gladstone Financial Corp
New Jersey
$626K -$250K -1,989 -29%
JAWA
298
John A. Wolfe & Associates
Michigan
$626K +$624K +4,969 New
Financial Engines Advisors
299
Financial Engines Advisors
California
$622K +$13.9K +111 +2%
IWM
300
IHT Wealth Management
Illinois
$613K +$754 +6 +0.1%