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Column Capital Advisors’s Vanguard Energy ETF VDE Stock Holding History

Column Capital 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
2023
Q3 		$157K Hold
1,235
– – 0.02% 161
2023
Q2 		$139K Hold
1,235
– – 0.02% 178
2023
Q1 		$141K Buy
+1,235
New +$146K 0.02% 181

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Main Management ETF Advisors
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Column Capital Advisors's VDE Position: Q3 2023 in Review

Column Capital Advisors held its Vanguard Energy ETF (VDE) position steady in Q3 2023 at 1,235 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #161.

Column Capital Advisors first reported a position in VDE in Q1 2023 and has held it in 3 quarters since. 604 funds tracked by Wall St. Rank hold VDE as of Q3 2023.

  • Column Capital Advisors held 1,235 shares of Vanguard Energy ETF worth $157K as of Q3 2023.
  • Column Capital Advisors left its Vanguard Energy ETF share count unchanged in Q3 2023.
  • Vanguard Energy ETF made up 0.02% of Column Capital Advisors's portfolio in Q3 2023, its #161 holding.
  • Column Capital Advisors first reported a position in Vanguard Energy ETF in Q1 2023 and has held it in 3 quarters since.
  • 604 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.