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Clarius Group LLC’s Vanguard Energy ETF VDE Stock Holding History

Clarius Group LLC’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
Q3 		– Sell
-17,450
Closed -$878K – 318
2020
Q2 		$878K Hold
17,450
– – 0.12% 90
2020
Q1 		$667K Buy
+17,450
New +$1.11M 0.13% 90

Other funds holding VDE

Wealthfront Advisers
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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clarius Group LLC's VDE Position: Q3 2020 in Review

Clarius Group LLC sold out of Vanguard Energy ETF (VDE) in Q3 2020, closing a stake of 17,450 shares — an estimated $878K sold.

Clarius Group LLC first reported a position in VDE in Q1 2020 and held it in 2 quarters. The position peaked at $878K in Q2 2020. 290 funds tracked by Wall St. Rank hold VDE as of Q3 2020.

  • Clarius Group LLC reported no remaining Vanguard Energy ETF position as of Q3 2020 after selling out during the quarter.
  • Clarius Group LLC sold 17,450 Vanguard Energy ETF shares in Q3 2020, an estimated $878K.
  • Clarius Group LLC first reported a position in Vanguard Energy ETF in Q1 2020 and held it in 2 quarters.
  • Clarius Group LLC's Vanguard Energy ETF position peaked at $878K in Q2 2020.
  • 290 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2020.

Based on Clarius Group LLC's 13F filing for Q3 2020, filed 9 Oct 2020.