Efficient Advisors’s Vanguard Energy ETF VDE Stock Holding History

Efficient 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
2017 Q3	–	Sell	-5,941	Closed	-$526K	–	51
2017 Q2	$526K	Buy	5,941 +452	+8%	+$41.7K	0.08%	51
2017 Q1	$531K	Buy	5,489 +283	+5%	+$28.3K	0.07%	51
2016 Q4	$545K	Sell	5,206 -100	-2%	-$10K	0.08%	52
2016 Q3	$518K	Buy	5,306 +121	+2%	+$11.5K	0.08%	54
2016 Q2	$493K	Buy	5,185 +8	+0.2%	+$736	0.08%	59
2016 Q1	$444K	Buy	5,177 +118	+2%	+$9.45K	0.08%	55
2015 Q4	$421K	Buy	5,059 +49	+1%	+$4.47K	0.09%	42
2015 Q3	$425K	Buy	5,010 +383	+8%	+$36.3K	0.1%	41
2015 Q2	$495K	Buy	+4,627	New	+$520K	0.1%	39

Other funds holding VDE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Efficient Advisors's VDE Position: Q3 2017 in Review

Efficient Advisors sold out of Vanguard Energy ETF (VDE) in Q3 2017, closing a stake of 5,941 shares — an estimated $526K sold.

Efficient Advisors first reported a position in VDE in Q2 2015 and held it in 9 quarters. The position peaked at $545K in Q4 2016. 269 funds tracked by Wall St. Rank hold VDE as of Q3 2017.

Efficient Advisors reported no remaining Vanguard Energy ETF position as of Q3 2017 after selling out during the quarter.
Efficient Advisors sold 5,941 Vanguard Energy ETF shares in Q3 2017, an estimated $526K.
Efficient Advisors first reported a position in Vanguard Energy ETF in Q2 2015 and held it in 9 quarters.
Efficient Advisors's Vanguard Energy ETF position peaked at $545K in Q4 2016.
269 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2017.

Based on Efficient Advisors's 13F filing for Q3 2017, filed 16 Nov 2017.