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Bellwether Investment Group’s Vanguard Energy ETF VDE Stock Holding History

Bellwether Investment 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
2017
Q1 		– Sell
-50
Closed -$5K – 943
2016
Q4 		$5K Buy
+50
New +$5K ﹤0.01% 793
2016
Q2 		$5K Buy
+50
New +$4.6K 0.01% 503

Other funds holding VDE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Bellwether Investment Group's VDE Position: Q1 2017 in Review

Bellwether Investment Group sold out of Vanguard Energy ETF (VDE) in Q1 2017, closing a stake of 50 shares — an estimated $5K sold.

Bellwether Investment Group first reported a position in VDE in Q2 2016 and held it in 2 quarters. The position peaked at $5K in Q4 2016. 264 funds tracked by Wall St. Rank hold VDE as of Q1 2017.

  • Bellwether Investment Group reported no remaining Vanguard Energy ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 50 Vanguard Energy ETF shares in Q1 2017, an estimated $5K.
  • Bellwether Investment Group first reported a position in Vanguard Energy ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Vanguard Energy ETF position peaked at $5K in Q4 2016.
  • 264 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.