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Edelman Financial Services’s Vanguard Energy ETF VDE Stock Holding History

Edelman Financial Services’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
2015
Q4 		– Sell
-2,460
Closed -$209K – 21
2015
Q3 		$209K Sell
2,460
-832
-25% -$79K ﹤0.01% 20
2015
Q2 		$352K Sell
3,292
-21
-0.6% -$2.36K 0.01% 20
2015
Q1 		$362K Buy
3,313
+126
+4% +$13.8K 0.01% 20
2014
Q4 		$356K Buy
3,187
+789
+33% +$94.1K 0.01% 19
2014
Q3 		$314K Buy
2,398
+417
+21% +$58.1K 0.01% 19
2014
Q2 		$285K Sell
1,981
-397
-17% -$54K ﹤0.01% 19
2014
Q1 		$305K Buy
2,378
+160
+7% +$19.7K 0.01% 19
2013
Q4 		$280K Sell
2,218
-266
-11% -$33K 0.01% 17
2013
Q3 		$296K Buy
2,484
+104
+4% +$12.3K 0.01% 19
2013
Q2 		$268K Buy
+2,380
New +$269K 0.01% 19

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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
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
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return

Edelman Financial Services's VDE Position: Q4 2015 in Review

Edelman Financial Services sold out of Vanguard Energy ETF (VDE) in Q4 2015, closing a stake of 2,460 shares — an estimated $209K sold.

Edelman Financial Services first reported a position in VDE in Q2 2013 and held it in 10 quarters. The position peaked at $362K in Q1 2015. 233 funds tracked by Wall St. Rank hold VDE as of Q4 2015.

  • Edelman Financial Services reported no remaining Vanguard Energy ETF position as of Q4 2015 after selling out during the quarter.
  • Edelman Financial Services sold 2,460 Vanguard Energy ETF shares in Q4 2015, an estimated $209K.
  • Edelman Financial Services first reported a position in Vanguard Energy ETF in Q2 2013 and held it in 10 quarters.
  • Edelman Financial Services's Vanguard Energy ETF position peaked at $362K in Q1 2015.
  • 233 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2015.

Based on Edelman Financial Services's 13F filing for Q4 2015, filed 5 Feb 2016.