FAM
VDE icon

Foothills Asset Management’s Vanguard Energy ETF VDE Stock Holding History

Foothills Asset Management’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
2020
Q1 		$827K Sell
21,643
-1,308
-6% -$83K 0.72% 48
2019
Q4 		$1.87M Buy
+22,951
New +$1.79M 1.34% 36

Other funds holding VDE

BCMIO
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Foothills Asset Management's VDE Position: Q1 2020 in Review

Foothills Asset Management reduced its Vanguard Energy ETF (VDE) stake by 5.7% in Q1 2020, selling an estimated $83K and leaving 21,643 shares worth $827K. The position accounts for 0.72% of the portfolio, ranked #48.

Foothills Asset Management first reported a position in VDE in Q4 2019 and has held it in 2 quarters since. The position peaked at $1.87M in Q4 2019. 286 funds tracked by Wall St. Rank hold VDE as of Q1 2020.

  • Foothills Asset Management held 21,643 shares of Vanguard Energy ETF worth $827K as of Q1 2020.
  • Foothills Asset Management sold 1,308 Vanguard Energy ETF shares in Q1 2020, an estimated $83K.
  • Vanguard Energy ETF made up 0.72% of Foothills Asset Management's portfolio in Q1 2020, its #48 holding.
  • Foothills Asset Management first reported a position in Vanguard Energy ETF in Q4 2019 and has held it in 2 quarters since.
  • Foothills Asset Management's Vanguard Energy ETF position peaked at $1.87M in Q4 2019.
  • 286 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2020.

Based on Foothills Asset Management's 13F filing for Q1 2020, filed 15 Apr 2020.