JWM
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Jackson Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Jackson 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
Q2 		– Sell
-19,980
Closed -$2.28M – 136
2023
Q1 		$2.28M Buy
+19,980
New +$2.37M 1.72% 16

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jackson Wealth Management's VDE Position: Q2 2023 in Review

Jackson Wealth Management sold out of Vanguard Energy ETF (VDE) in Q2 2023, closing a stake of 19,980 shares — an estimated $2.28M sold.

Jackson Wealth Management first reported a position in VDE in Q1 2023 and held it in 1 quarter. The position peaked at $2.28M in Q1 2023. 567 funds tracked by Wall St. Rank hold VDE as of Q2 2023.

  • Jackson Wealth Management reported no remaining Vanguard Energy ETF position as of Q2 2023 after selling out during the quarter.
  • Jackson Wealth Management sold 19,980 Vanguard Energy ETF shares in Q2 2023, an estimated $2.28M.
  • Jackson Wealth Management first reported a position in Vanguard Energy ETF in Q1 2023 and held it in 1 quarter.
  • Jackson Wealth Management's Vanguard Energy ETF position peaked at $2.28M in Q1 2023.
  • 567 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2023.

Based on Jackson Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.