Clarfeld Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Clarfeld Financial 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
2018 Q4	$75K	Buy	+973	New	+$89.1K	0.06%	82

Other funds holding VDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clarfeld Financial Advisors's VDE Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Vanguard Energy ETF (VDE) in Q4 2018: 973 shares worth $75K. The stake represents 0.06% of the portfolio and ranks #82 among its holdings.

325 funds tracked by Wall St. Rank hold VDE as of Q4 2018.

Clarfeld Financial Advisors held 973 shares of Vanguard Energy ETF worth $75K as of Q4 2018.
Vanguard Energy ETF was a new Clarfeld Financial Advisors position in Q4 2018.
Vanguard Energy ETF made up 0.06% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #82 holding.
325 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.