Edge Advisors’s Vanguard Energy ETF VDE Stock Holding History

Edge 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
2018 Q2	$137K	Hold	1,310	–	–	0.01%	364
2018 Q1	$121K	Hold	1,310	–	–	0.01%	382
2017 Q4	$129K	Sell	1,310 -6,280	-83%	-$590K	0.01%	363
2017 Q3	$710K	Sell	7,590 -440	-5%	-$39K	0.08%	179
2017 Q2	$710K	Sell	8,030 -4,040	-33%	-$373K	0.08%	181
2017 Q1	$1.17M	Sell	12,070 -655	-5%	-$65.5K	0.14%	140
2016 Q4	$1.33M	Buy	+12,725	New	+$1.27M	0.17%	128

Other funds holding VDE

BCMIO

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Edge Advisors's VDE Position: Q2 2018 in Review

Edge Advisors held its Vanguard Energy ETF (VDE) position steady in Q2 2018 at 1,310 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #364.

Edge Advisors first reported a position in VDE in Q4 2016 and has held it in 7 quarters since. The position peaked at $1.33M in Q4 2016. 334 funds tracked by Wall St. Rank hold VDE as of Q2 2018.

Edge Advisors held 1,310 shares of Vanguard Energy ETF worth $137K as of Q2 2018.
Edge Advisors left its Vanguard Energy ETF share count unchanged in Q2 2018.
Vanguard Energy ETF made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #364 holding.
Edge Advisors first reported a position in Vanguard Energy ETF in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Vanguard Energy ETF position peaked at $1.33M in Q4 2016.
334 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.