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Independence Advisors’s Vanguard Energy ETF VDE Stock Holding History

Independence 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
2020
Q3 		$393K Buy
9,744
+39
+0.4% +$1.85K 0.08% 59
2020
Q2 		$488K Buy
9,705
+42
+0.4% +$2.07K 0.11% 49
2020
Q1 		$369K Buy
9,663
+53
+0.6% +$3.36K 0.1% 51
2019
Q4 		$783K Sell
9,610
-1,493
-13% -$116K 0.19% 41
2019
Q3 		$866K Sell
11,103
-700
-6% -$56K 0.21% 37
2019
Q2 		$1M Buy
11,803
+43
+0.4% +$3.7K 0.26% 32
2019
Q1 		$1.05M Buy
11,760
+39
+0.3% +$3.38K 0.3% 32
2018
Q4 		$904K Buy
11,721
+43
+0.4% +$3.94K 0.3% 33
2018
Q3 		$1.23M Buy
11,678
+64
+0.6% +$6.63K 0.37% 28
2018
Q2 		$1.22M Sell
11,614
-13
-0.1% -$1.33K 0.39% 28
2018
Q1 		$1.07M Buy
11,627
+32
+0.3% +$3.1K 0.35% 31
2017
Q4 		$1.15M Buy
11,595
+91
+0.8% +$8.56K 0.39% 29
2017
Q3 		$1.08M Hold
11,504
– – 0.43% 26
2017
Q2 		$1.02M Buy
11,504
+33
+0.3% +$3.04K 0.4% 27
2017
Q1 		$1.11M Buy
11,471
+30
+0.3% +$3K 0.46% 26
2016
Q4 		$1.2M Buy
11,441
+1,564
+16% +$156K 0.53% 28
2016
Q3 		$965K Buy
9,877
+993
+11% +$94.3K 0.45% 26
2016
Q2 		$845K Buy
+8,884
New +$817K 0.44% 23

Other funds holding VDE

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independence Advisors's VDE Position: Q3 2020 in Review

Independence Advisors increased its Vanguard Energy ETF (VDE) stake by 0.4% in Q3 2020, buying an estimated $1.85K and bringing the position to 9,744 shares worth $393K. The position accounts for 0.08% of the portfolio, ranked #59.

Independence Advisors first reported a position in VDE in Q2 2016 and has held it in 18 quarters since. The position peaked at $1.23M in Q3 2018. 290 funds tracked by Wall St. Rank hold VDE as of Q3 2020.

  • Independence Advisors held 9,744 shares of Vanguard Energy ETF worth $393K as of Q3 2020.
  • Independence Advisors bought 39 Vanguard Energy ETF shares in Q3 2020, an estimated $1.85K.
  • Vanguard Energy ETF made up 0.08% of Independence Advisors's portfolio in Q3 2020, its #59 holding.
  • Independence Advisors first reported a position in Vanguard Energy ETF in Q2 2016 and has held it in 18 quarters since.
  • Independence Advisors's Vanguard Energy ETF position peaked at $1.23M in Q3 2018.
  • 290 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.