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

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

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

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

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return