MD
VDE icon

Money Design’s Vanguard Energy ETF VDE Stock Holding History

Money Design’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
Q4 		– Sell
-1
Closed – – 85
2023
Q3 		$0 Hold
1
– – ﹤0.01% 83
2023
Q2 		$0 Hold
1
– – ﹤0.01% 85
2023
Q1 		$0 Hold
1
– – ﹤0.01% 89
2022
Q4 		$0 Sell
1
-17
-94% -$2.07K ﹤0.01% 90
2022
Q3 		$2K Sell
18
-27
-60% -$2.87K ﹤0.01% 85
2022
Q2 		$4K Sell
45
-101
-69% -$11.3K ﹤0.01% 81
2022
Q1 		$16K Sell
146
-321
-69% -$30.9K ﹤0.01% 78
2021
Q4 		$36K Sell
467
-287
-38% -$22.8K ﹤0.01% 77
2021
Q3 		$56K Sell
754
-246
-25% -$17.2K ﹤0.01% 56
2021
Q2 		$76K Sell
1,000
-333
-25% -$24.1K 0.01% 59
2021
Q1 		$91K Sell
1,333
-370
-22% -$23.7K 0.01% 58
2020
Q4 		$89K Sell
1,703
-1,392
-45% -$65.1K 0.01% 46
2020
Q3 		$125K Buy
3,095
+2,927
+1,742% +$139K 0.02% 51
2020
Q2 		$8K Sell
168
-466
-74% -$23K ﹤0.01% 61
2020
Q1 		$24K Buy
+634
New +$40.2K ﹤0.01% 57

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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Money Design's VDE Position: Q4 2023 in Review

Money Design sold out of Vanguard Energy ETF (VDE) in Q4 2023, closing a stake of 1 share.

Money Design first reported a position in VDE in Q1 2020 and held it in 15 quarters. The position peaked at $125K in Q3 2020. 625 funds tracked by Wall St. Rank hold VDE as of Q4 2023.

  • Money Design reported no remaining Vanguard Energy ETF position as of Q4 2023 after selling out during the quarter.
  • Money Design sold 1 Vanguard Energy ETF share in Q4 2023.
  • Money Design first reported a position in Vanguard Energy ETF in Q1 2020 and held it in 15 quarters.
  • Money Design's Vanguard Energy ETF position peaked at $125K in Q3 2020.
  • 625 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2023.

Based on Money Design's 13F filing for Q4 2023, filed 29 Jan 2024.