LNWWM
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Laird Norton Wetherby Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Laird Norton Wetherby 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
2020
Q2 		– Sell
-29,905
Closed -$1.14M – 752
2020
Q1 		$1.14M Buy
+29,905
New +$1.9M 0.13% 166
2019
Q4 		– Sell
-10,161
Closed -$793K – 721
2019
Q3 		$793K Buy
+10,161
New +$813K 0.08% 257

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
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
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's VDE Position: Q2 2020 in Review

Laird Norton Wetherby Wealth Management sold out of Vanguard Energy ETF (VDE) in Q2 2020, closing a stake of 29,905 shares — an estimated $1.14M sold.

Laird Norton Wetherby Wealth Management first reported a position in VDE in Q3 2019 and held it in 2 quarters. The position peaked at $1.14M in Q1 2020. 306 funds tracked by Wall St. Rank hold VDE as of Q2 2020.

  • Laird Norton Wetherby Wealth Management reported no remaining Vanguard Energy ETF position as of Q2 2020 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 29,905 Vanguard Energy ETF shares in Q2 2020, an estimated $1.14M.
  • Laird Norton Wetherby Wealth Management first reported a position in Vanguard Energy ETF in Q3 2019 and held it in 2 quarters.
  • Laird Norton Wetherby Wealth Management's Vanguard Energy ETF position peaked at $1.14M in Q1 2020.
  • 306 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2020.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.