I2I
VDE icon

Insight 2811 Inc’s Vanguard Energy ETF VDE Stock Holding History

Insight 2811 Inc’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
2016
Q3 		– Sell
-15,876
Closed -$1.51M – 105
2016
Q2 		$1.51M Buy
+15,876
New +$1.46M 0.58% 30

Other funds holding VDE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return

Insight 2811 Inc's VDE Position: Q3 2016 in Review

Insight 2811 Inc sold out of Vanguard Energy ETF (VDE) in Q3 2016, closing a stake of 15,876 shares — an estimated $1.51M sold.

Insight 2811 Inc first reported a position in VDE in Q2 2016 and held it in 1 quarter. The position peaked at $1.51M in Q2 2016. 245 funds tracked by Wall St. Rank hold VDE as of Q3 2016.

  • Insight 2811 Inc reported no remaining Vanguard Energy ETF position as of Q3 2016 after selling out during the quarter.
  • Insight 2811 Inc sold 15,876 Vanguard Energy ETF shares in Q3 2016, an estimated $1.51M.
  • Insight 2811 Inc first reported a position in Vanguard Energy ETF in Q2 2016 and held it in 1 quarter.
  • Insight 2811 Inc's Vanguard Energy ETF position peaked at $1.51M in Q2 2016.
  • 245 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2016.

Based on Insight 2811 Inc's 13F filing for Q3 2016, filed 25 Oct 2016.