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Gibson Capital’s Vanguard Energy ETF VDE Stock Holding History

Gibson Capital’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
Q3 		– Sell
-2,132
Closed -$227K – 34
2015
Q2 		$227K Hold
2,132
– – 0.07% 31
2015
Q1 		$231K Hold
2,132
– – 0.07% 30
2014
Q4 		$236K Hold
2,132
– – 0.07% 33
2014
Q3 		$279K Buy
+2,132
New +$297K 0.09% 31

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Gibson Capital's VDE Position: Q3 2015 in Review

Gibson Capital sold out of Vanguard Energy ETF (VDE) in Q3 2015, closing a stake of 2,132 shares — an estimated $227K sold.

Gibson Capital first reported a position in VDE in Q3 2014 and held it in 4 quarters. The position peaked at $279K in Q3 2014. 186 funds tracked by Wall St. Rank hold VDE as of Q3 2015.

  • Gibson Capital reported no remaining Vanguard Energy ETF position as of Q3 2015 after selling out during the quarter.
  • Gibson Capital sold 2,132 Vanguard Energy ETF shares in Q3 2015, an estimated $227K.
  • Gibson Capital first reported a position in Vanguard Energy ETF in Q3 2014 and held it in 4 quarters.
  • Gibson Capital's Vanguard Energy ETF position peaked at $279K in Q3 2014.
  • 186 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2015.

Based on Gibson Capital's 13F filing for Q3 2015, filed 30 Oct 2015.