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Hoover Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Hoover Financial Advisors’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
Q2 		$87K Hold
1,149
– – 0.02% 220
2021
Q1 		$84K Hold
1,149
– – 0.02% 211
2020
Q4 		$71K Hold
1,149
– – 0.02% 209
2020
Q3 		$46K Hold
1,149
– – 0.02% 140
2020
Q2 		$58K Buy
+1,149
New +$56.7K 0.02% 179

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Hoover Financial Advisors's VDE Position: Q2 2021 in Review

Hoover Financial Advisors held its Vanguard Energy ETF (VDE) position steady in Q2 2021 at 1,149 shares worth $87K. The position accounts for 0.02% of the portfolio, ranked #220.

Hoover Financial Advisors first reported a position in VDE in Q2 2020 and has held it in 5 quarters since. 425 funds tracked by Wall St. Rank hold VDE as of Q2 2021.

  • Hoover Financial Advisors held 1,149 shares of Vanguard Energy ETF worth $87K as of Q2 2021.
  • Hoover Financial Advisors left its Vanguard Energy ETF share count unchanged in Q2 2021.
  • Vanguard Energy ETF made up 0.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #220 holding.
  • Hoover Financial Advisors first reported a position in Vanguard Energy ETF in Q2 2020 and has held it in 5 quarters since.
  • 425 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.