MWM
VDE icon

Moran Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Moran 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
-12,562
Closed -$1.43M – 422
2023
Q1 		$1.43M Buy
12,562
+42
+0.3% +$4.98K 0.05% 241
2022
Q4 		$1.52M Buy
+12,520
New +$1.52M 0.06% 231

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

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

Moran Wealth Management sold out of Vanguard Energy ETF (VDE) in Q2 2023, closing a stake of 12,562 shares — an estimated $1.43M sold.

Moran Wealth Management first reported a position in VDE in Q4 2022 and held it in 2 quarters. The position peaked at $1.52M in Q4 2022. 567 funds tracked by Wall St. Rank hold VDE as of Q2 2023.

  • Moran Wealth Management reported no remaining Vanguard Energy ETF position as of Q2 2023 after selling out during the quarter.
  • Moran Wealth Management sold 12,562 Vanguard Energy ETF shares in Q2 2023, an estimated $1.43M.
  • Moran Wealth Management first reported a position in Vanguard Energy ETF in Q4 2022 and held it in 2 quarters.
  • Moran Wealth Management's Vanguard Energy ETF position peaked at $1.52M in Q4 2022.
  • 567 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.