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Cleary Gull Holdings’s Vanguard Energy ETF VDE Stock Holding History

Cleary Gull Holdings’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
2016
Q1 		$0 Hold
1
– – ﹤0.01% 108
2015
Q4 		$0 Buy
+1
New +$91 ﹤0.01% 112

Other funds holding VDE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Cleary Gull Holdings's VDE Position: Q1 2016 in Review

Cleary Gull Holdings held its Vanguard Energy ETF (VDE) position steady in Q1 2016 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #108.

Cleary Gull Holdings first reported a position in VDE in Q4 2015 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold VDE as of Q1 2016.

  • Cleary Gull Holdings held 1 share of Vanguard Energy ETF worth $0 as of Q1 2016.
  • Cleary Gull Holdings left its Vanguard Energy ETF share count unchanged in Q1 2016.
  • Vanguard Energy ETF made up ﹤0.01% of Cleary Gull Holdings's portfolio in Q1 2016, its #108 holding.
  • Cleary Gull Holdings first reported a position in Vanguard Energy ETF in Q4 2015 and has held it in 2 quarters since.
  • 232 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2016.

Based on Cleary Gull Holdings's 13F filing for Q1 2016, filed 9 May 2016.