AIA
VDE icon

Allied Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

Allied Investment Advisors’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-22,989
Closed -$927K – 50
2020
Q3 		$927K Buy
22,989
+724
+3% +$34.4K 0.5% 33
2020
Q2 		$1.12M Buy
22,265
+2,060
+10% +$102K 0.65% 33
2020
Q1 		$772K Sell
20,205
-103,107
-84% -$6.54M 0.56% 31
2019
Q4 		$10M Buy
123,312
+6,580
+6% +$512K 5.94% 3
2019
Q3 		$9.11M Buy
116,732
+10,303
+10% +$825K 5.87% 3
2019
Q2 		$9.05M Buy
106,429
+4,040
+4% +$348K 6.07% 3
2019
Q1 		$9.15M Buy
102,389
+9,035
+10% +$784K 6.35% 2
2018
Q4 		$7.2M Buy
93,354
+6,405
+7% +$586K 5.95% 3
2018
Q3 		$9.14M Buy
86,949
+11,178
+15% +$1.16M 6.79% 2
2018
Q2 		$7.96M Buy
75,771
+7,290
+11% +$746K 6.49% 3
2018
Q1 		$6.33M Buy
68,481
+61,486
+879% +$5.95M 5.21% 3
2017
Q4 		$692K Buy
+6,995
New +$658K 0.58% 28

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Allied Investment Advisors's VDE Position: Q4 2020 in Review

Allied Investment Advisors sold out of Vanguard Energy ETF (VDE) in Q4 2020, closing a stake of 22,989 shares — an estimated $927K sold.

Allied Investment Advisors first reported a position in VDE in Q4 2017 and held it in 12 quarters. The position peaked at $10M in Q4 2019. 346 funds tracked by Wall St. Rank hold VDE as of Q4 2020.

  • Allied Investment Advisors reported no remaining Vanguard Energy ETF position as of Q4 2020 after selling out during the quarter.
  • Allied Investment Advisors sold 22,989 Vanguard Energy ETF shares in Q4 2020, an estimated $927K.
  • Allied Investment Advisors first reported a position in Vanguard Energy ETF in Q4 2017 and held it in 12 quarters.
  • Allied Investment Advisors's Vanguard Energy ETF position peaked at $10M in Q4 2019.
  • 346 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2020.

Based on Allied Investment Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.