DFPG Investments’s Vanguard Energy ETF VDE Stock Holding History

DFPG Investments’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 Q4	$396K	Buy	+3,301	New	+$396K	0.03%	457

Other funds holding VDE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

DFPG Investments's VDE Position: Q4 2023 in Review

DFPG Investments opened a new position in Vanguard Energy ETF (VDE) in Q4 2023: 3,301 shares worth $396K. The stake represents 0.03% of the portfolio and ranks #457 among its holdings.

625 funds tracked by Wall St. Rank hold VDE as of Q4 2023.

DFPG Investments held 3,301 shares of Vanguard Energy ETF worth $396K as of Q4 2023.
Vanguard Energy ETF was a new DFPG Investments position in Q4 2023.
Vanguard Energy ETF made up 0.03% of DFPG Investments's portfolio in Q4 2023, its #457 holding.
625 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.