HFG Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

HFG Wealth 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
2023 Q1	$708K	Buy	+6,200	New	+$735K	0.15%	51

Other funds holding VDE

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

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HFG Wealth Management's VDE Position: Q1 2023 in Review

HFG Wealth Management opened a new position in Vanguard Energy ETF (VDE) in Q1 2023: 6,200 shares worth $708K. The stake represents 0.15% of the portfolio and ranks #51 among its holdings.

565 funds tracked by Wall St. Rank hold VDE as of Q1 2023.

HFG Wealth Management held 6,200 shares of Vanguard Energy ETF worth $708K as of Q1 2023.
Vanguard Energy ETF was a new HFG Wealth Management position in Q1 2023.
Vanguard Energy ETF made up 0.15% of HFG Wealth Management's portfolio in Q1 2023, its #51 holding.
565 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2023.

Based on HFG Wealth Management's 13F filing for Q1 2023, filed 28 Jun 2024.