LB
VDE icon

Leo Brokerage’s Vanguard Energy ETF VDE Stock Holding History

Leo Brokerage’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 		$268K Buy
2,377
+580
+32% +$65.3K 0.03% 252
2023
Q1 		$205K Buy
+1,797
New +$213K 0.03% 278

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

Leo Brokerage's VDE Position: Q2 2023 in Review

Leo Brokerage increased its Vanguard Energy ETF (VDE) stake by 32% in Q2 2023, buying an estimated $65.3K and bringing the position to 2,377 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #252.

Leo Brokerage first reported a position in VDE in Q1 2023 and has held it in 2 quarters since. 567 funds tracked by Wall St. Rank hold VDE as of Q2 2023.

  • Leo Brokerage held 2,377 shares of Vanguard Energy ETF worth $268K as of Q2 2023.
  • Leo Brokerage bought 580 Vanguard Energy ETF shares in Q2 2023, an estimated $65.3K.
  • Vanguard Energy ETF made up 0.03% of Leo Brokerage's portfolio in Q2 2023, its #252 holding.
  • Leo Brokerage first reported a position in Vanguard Energy ETF in Q1 2023 and has held it in 2 quarters since.
  • 567 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.