Dixon Hubard Feinour & Brown’s Vanguard Energy ETF VDE Stock Holding History

Dixon Hubard Feinour & Brown’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
2022 Q2	$8.4M	Sell	84,469 -1,367	-2%	-$153K	1%	32
2022 Q1	$9.19M	Buy	+85,836	New	+$8.26M	0.92%	35
2017 Q1	–	Sell	-10,560	Closed	-$1.1M	–	186
2016 Q4	$1.1M	Buy	10,560 +500	+5%	+$50K	0.35%	78
2016 Q3	$983K	Hold	10,060	–	–	0.3%	85
2016 Q2	$957K	Buy	+10,060	New	+$926K	0.31%	89
2014 Q4	–	Sell	-6,735	Closed	-$883K	–	205
2014 Q3	$883K	Hold	6,735	–	–	0.29%	90
2014 Q2	$970K	Buy	+6,735	New	+$916K	0.32%	80

Other funds holding VDE

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Dixon Hubard Feinour & Brown's VDE Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown reduced its Vanguard Energy ETF (VDE) stake by 1.6% in Q2 2022, selling an estimated $153K and leaving 84,469 shares worth $8.4M. The position accounts for 1% of the portfolio, ranked #32.

Dixon Hubard Feinour & Brown first reported a position in VDE in Q2 2014 and has held it in 7 quarters since. The position peaked at $9.19M in Q1 2022. 548 funds tracked by Wall St. Rank hold VDE as of Q2 2022.

Dixon Hubard Feinour & Brown held 84,469 shares of Vanguard Energy ETF worth $8.4M as of Q2 2022.
Dixon Hubard Feinour & Brown sold 1,367 Vanguard Energy ETF shares in Q2 2022, an estimated $153K.
Vanguard Energy ETF made up 1% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #32 holding.
Dixon Hubard Feinour & Brown first reported a position in Vanguard Energy ETF in Q2 2014 and has held it in 7 quarters since.
Dixon Hubard Feinour & Brown's Vanguard Energy ETF position peaked at $9.19M in Q1 2022.
548 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.