BFG
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Baron Financial Group’s Vanguard Energy ETF VDE Stock Holding History

Baron Financial Group’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
2022
Q3 		– Sell
-125
Closed -$12.4K – 191
2022
Q2 		$12.4K Hold
125
– – 0.01% 140
2022
Q1 		$13.4K Hold
125
– – 0.01% 152
2021
Q4 		$9.7K Hold
125
– – 0.01% 168
2021
Q3 		$9.24K Hold
125
– – 0.01% 171
2021
Q2 		$9.49K Hold
125
– – 0.01% 173
2021
Q1 		$8.5K Hold
125
– – 0.01% 177
2020
Q4 		$6.48K Hold
125
– – 0.01% 191
2020
Q3 		$5.04K Buy
+125
New +$5.95K ﹤0.01% 206

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baron Financial Group's VDE Position: Q3 2022 in Review

Baron Financial Group sold out of Vanguard Energy ETF (VDE) in Q3 2022, closing a stake of 125 shares — an estimated $12.4K sold.

Baron Financial Group first reported a position in VDE in Q3 2020 and held it in 8 quarters. The position peaked at $13.4K in Q1 2022. 517 funds tracked by Wall St. Rank hold VDE as of Q3 2022.

  • Baron Financial Group reported no remaining Vanguard Energy ETF position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 125 Vanguard Energy ETF shares in Q3 2022, an estimated $12.4K.
  • Baron Financial Group first reported a position in Vanguard Energy ETF in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Vanguard Energy ETF position peaked at $13.4K in Q1 2022.
  • 517 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.