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Fiduciary Services Corp’s Vanguard Energy ETF VDE Stock Holding History

Fiduciary Services Corp’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
Q1 		$958K Buy
8,765
+3,512
+67% +$384K 0.31% 97
2014
Q4 		$586K Buy
+5,253
New +$626K 0.2% 118

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Services Corp's VDE Position: Q1 2015 in Review

Fiduciary Services Corp increased its Vanguard Energy ETF (VDE) stake by 67% in Q1 2015, buying an estimated $384K and bringing the position to 8,765 shares worth $958K. The position accounts for 0.31% of the portfolio, ranked #97.

Fiduciary Services Corp first reported a position in VDE in Q4 2014 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold VDE as of Q1 2015.

  • Fiduciary Services Corp held 8,765 shares of Vanguard Energy ETF worth $958K as of Q1 2015.
  • Fiduciary Services Corp bought 3,512 Vanguard Energy ETF shares in Q1 2015, an estimated $384K.
  • Vanguard Energy ETF made up 0.31% of Fiduciary Services Corp's portfolio in Q1 2015, its #97 holding.
  • Fiduciary Services Corp first reported a position in Vanguard Energy ETF in Q4 2014 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.