FIG
VDE icon

FundX Investment Group’s Vanguard Energy ETF VDE Stock Holding History

FundX Investment Group’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
2021
Q4 		$4.59M Buy
+59,125
New +$4.7M 1.12% 18
2021
Q3 		– Sell
-38,514
Closed -$1.56M – 42
2021
Q2 		$1.56M Buy
38,514
+32,594
+551% +$2.36M 0.16% 22
2021
Q1 		$403K Buy
+5,920
New +$379K 0.23% 32

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

FundX Investment Group's VDE Position: Q4 2021 in Review

FundX Investment Group opened a new position in Vanguard Energy ETF (VDE) in Q4 2021: 59,125 shares worth $4.59M. The stake represents 1.12% of the portfolio and ranks #18 among its holdings. This is a return to the name: FundX Investment Group previously reported a position in VDE as recently as Q2 2021.

FundX Investment Group first reported a position in VDE in Q1 2021 and has held it in 3 quarters since. 478 funds tracked by Wall St. Rank hold VDE as of Q4 2021.

  • FundX Investment Group held 59,125 shares of Vanguard Energy ETF worth $4.59M as of Q4 2021.
  • Vanguard Energy ETF was a new FundX Investment Group position in Q4 2021.
  • Vanguard Energy ETF made up 1.12% of FundX Investment Group's portfolio in Q4 2021, its #18 holding.
  • FundX Investment Group first reported a position in Vanguard Energy ETF in Q1 2021 and has held it in 3 quarters since.
  • 478 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.