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Hobart Private Capital’s Vanguard Energy ETF VDE Stock Holding History

Hobart Private 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
2024
Q3 		– Sell
-2,913
Closed -$372K – 87
2024
Q2 		$372K Sell
2,913
-11,040
-79% -$1.44M 0.11% 59
2024
Q1 		$1.84M Buy
13,953
+335
+2% +$40.2K 0.56% 33
2023
Q4 		$1.6M Buy
+13,618
New +$1.63M 0.53% 29

Other funds holding VDE

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hobart Private Capital's VDE Position: Q3 2024 in Review

Hobart Private Capital sold out of Vanguard Energy ETF (VDE) in Q3 2024, closing a stake of 2,913 shares — an estimated $372K sold.

Hobart Private Capital first reported a position in VDE in Q4 2023 and held it in 3 quarters. The position peaked at $1.84M in Q1 2024. 624 funds tracked by Wall St. Rank hold VDE as of Q3 2024.

  • Hobart Private Capital reported no remaining Vanguard Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Hobart Private Capital sold 2,913 Vanguard Energy ETF shares in Q3 2024, an estimated $372K.
  • Hobart Private Capital first reported a position in Vanguard Energy ETF in Q4 2023 and held it in 3 quarters.
  • Hobart Private Capital's Vanguard Energy ETF position peaked at $1.84M in Q1 2024.
  • 624 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2024.

Based on Hobart Private Capital's 13F filing for Q3 2024, filed 7 Nov 2024.