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JP Morgan Private Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

JP Morgan Private Wealth 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
2023
Q3 		$9.98M Buy
78,758
+4,571
+6% +$560K 0.03% 377
2023
Q2 		$8.37M Sell
74,187
-7,680
-9% -$865K 0.04% 253
2023
Q1 		$9.35M Buy
81,867
+9,382
+13% +$1.11M 0.02% 444
2022
Q4 		$8.79M Buy
72,485
+17,909
+33% +$2.18M 0.02% 446
2022
Q3 		$5.54M Buy
54,576
+836
+2% +$88.9K 0.01% 536
2022
Q2 		$5.35M Buy
53,740
+6,441
+14% +$721K 0.01% 551
2022
Q1 		$5.06M Buy
47,299
+6,860
+17% +$660K 0.01% 609
2021
Q4 		$3.14M Buy
40,439
+7,112
+21% +$566K 0.01% 758
2021
Q3 		$2.46M Buy
33,327
+1,551
+5% +$108K 0.01% 821
2021
Q2 		$2.41M Buy
31,776
+5,275
+20% +$382K 0.01% 808
2021
Q1 		$1.8M Buy
26,501
+1,445
+6% +$92.4K 0.01% 807
2020
Q4 		$1.3M Buy
25,056
+1,358
+6% +$63.5K ﹤0.01% 901
2020
Q3 		$955K Sell
23,698
-1,501
-6% -$71.4K ﹤0.01% 902
2020
Q2 		$1.27M Sell
25,199
-16,709
-40% -$824K 0.01% 726
2020
Q1 		$1.6M Buy
41,908
+15,417
+58% +$978K 0.01% 589
2019
Q4 		$2.16M Sell
26,491
-20,835
-44% -$1.62M 0.01% 602
2019
Q3 		$3.69M Buy
47,326
+21,886
+86% +$1.75M 0.02% 470
2019
Q2 		$2.16M Sell
25,440
-447
-2% -$38.5K 0.01% 577
2019
Q1 		$2.31M Sell
25,887
-2,096
-7% -$182K 0.01% 577
2018
Q4 		$2.16M Buy
27,983
+2,003
+8% +$183K 0.01% 555
2018
Q3 		$2.73M Buy
25,980
+2,462
+10% +$255K 0.01% 563
2018
Q2 		$2.47M Buy
23,518
+4,858
+26% +$497K 0.01% 555
2018
Q1 		$1.72M Sell
18,660
-1,050
-5% -$102K 0.01% 512
2017
Q4 		$1.95M Buy
19,710
+3,521
+22% +$331K 0.01% 485
2017
Q3 		$1.51M Buy
16,189
+2,975
+23% +$264K 0.01% 526
2017
Q2 		$1.17M Buy
13,214
+5,150
+64% +$475K 0.01% 580
2017
Q1 		$780K Sell
8,064
-20
-0.2% -$2K 0.01% 708
2016
Q4 		$846K Sell
8,084
-3,627
-31% -$363K 0.01% 643
2016
Q3 		$1.14M Buy
11,711
+285
+2% +$27.1K 0.01% 562
2016
Q2 		$1.09M Buy
11,426
+1,100
+11% +$101K 0.01% 578
2016
Q1 		$886K Sell
10,326
-17,813
-63% -$1.43M 0.01% 588
2015
Q4 		$2.34M Buy
28,139
+25,259
+877% +$2.3M 0.02% 343
2015
Q3 		$244K Sell
2,880
-480
-14% -$45.5K ﹤0.01% 859
2015
Q2 		$359K Sell
3,360
-441
-12% -$49.6K ﹤0.01% 786
2015
Q1 		$415K Buy
3,801
+860
+29% +$93.9K ﹤0.01% 783
2014
Q4 		$328K Buy
2,941
+311
+12% +$37.1K ﹤0.01% 845
2014
Q3 		$345K Sell
2,630
-153
-5% -$21.3K ﹤0.01% 802
2014
Q2 		$401K Buy
2,783
+278
+11% +$37.8K 0.01% 627
2014
Q1 		$322K Buy
+2,505
New +$309K 0.01% 703

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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 $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VDE Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Vanguard Energy ETF (VDE) stake by 6.2% in Q3 2023, buying an estimated $560K and bringing the position to 78,758 shares worth $9.98M. The position accounts for 0.03% of the portfolio, ranked #377.

JP Morgan Private Wealth Advisors first reported a position in VDE in Q1 2014 and has held it in 39 quarters since. 604 funds tracked by Wall St. Rank hold VDE as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 78,758 shares of Vanguard Energy ETF worth $9.98M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 4,571 Vanguard Energy ETF shares in Q3 2023, an estimated $560K.
  • Vanguard Energy ETF made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #377 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard Energy ETF in Q1 2014 and has held it in 39 quarters since.
  • 604 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.