Greenleaf Trust’s Vanguard Energy ETF VDE Stock Holding History

Greenleaf Trust’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 Q4	–	Sell	-400	Closed	-$37K	–	712
2017 Q3	$37K	Buy	+400	New	+$35.5K	﹤0.01%	479

Other funds holding VDE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ACI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Greenleaf Trust's VDE Position: Q4 2017 in Review

Greenleaf Trust sold out of Vanguard Energy ETF (VDE) in Q4 2017, closing a stake of 400 shares — an estimated $37K sold.

Greenleaf Trust first reported a position in VDE in Q3 2017 and held it in 1 quarter. The position peaked at $37K in Q3 2017. 317 funds tracked by Wall St. Rank hold VDE as of Q4 2017.

Greenleaf Trust reported no remaining Vanguard Energy ETF position as of Q4 2017 after selling out during the quarter.
Greenleaf Trust sold 400 Vanguard Energy ETF shares in Q4 2017, an estimated $37K.
Greenleaf Trust first reported a position in Vanguard Energy ETF in Q3 2017 and held it in 1 quarter.
Greenleaf Trust's Vanguard Energy ETF position peaked at $37K in Q3 2017.
317 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2017.

Based on Greenleaf Trust's 13F filing for Q4 2017, filed 8 Feb 2018.