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National Planning Corporation’s Vanguard Energy ETF VDE Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-5,524
Closed -$517K – 581
2017
Q3 		$517K Sell
5,524
-193
-3% -$17.1K 0.04% 357
2017
Q2 		$517K Sell
5,717
-619
-10% -$57.1K 0.04% 398
2017
Q1 		$616K Buy
6,336
+3
+0% +$300 0.05% 331
2016
Q4 		$639K Buy
6,333
+362
+6% +$36.2K 0.05% 315
2016
Q3 		$567K Sell
5,971
-129
-2% -$12.3K 0.05% 338
2016
Q2 		$554K Sell
6,100
-95
-2% -$8.74K 0.04% 348
2016
Q1 		$563K Sell
6,195
-1,024
-14% -$82K 0.05% 332
2015
Q4 		$557K Buy
7,219
+2,301
+47% +$210K 0.05% 376
2015
Q3 		$483K Buy
4,918
+189
+4% +$17.9K 0.04% 359
2015
Q2 		$462K Buy
4,729
+152
+3% +$17.1K 0.04% 378
2015
Q1 		$529K Sell
4,577
-181
-4% -$19.8K 0.05% 338
2014
Q4 		$506K Sell
4,758
-648
-12% -$77.3K 0.04% 399
2014
Q3 		$691K Hold
5,406
– – 0.05% 326
2014
Q2 		$778K Buy
5,406
+392
+8% +$53.3K 0.06% 298
2014
Q1 		$650K Sell
5,014
-111
-2% -$13.7K 0.06% 312
2013
Q4 		$650K Buy
5,125
+422
+9% +$52.4K 0.06% 308
2013
Q3 		$565K Buy
4,703
+143
+3% +$16.9K 0.05% 328
2013
Q2 		$514K Buy
+4,560
New +$516K 0.06% 270

Other funds holding VDE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

National Planning Corporation's VDE Position: Q4 2017 in Review

National Planning Corporation sold out of Vanguard Energy ETF (VDE) in Q4 2017, closing a stake of 5,524 shares — an estimated $517K sold.

National Planning Corporation first reported a position in VDE in Q2 2013 and held it in 18 quarters. The position peaked at $778K in Q2 2014. 317 funds tracked by Wall St. Rank hold VDE as of Q4 2017.

  • National Planning Corporation reported no remaining Vanguard Energy ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 5,524 Vanguard Energy ETF shares in Q4 2017, an estimated $517K.
  • National Planning Corporation first reported a position in Vanguard Energy ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Vanguard Energy ETF position peaked at $778K in Q2 2014.
  • 317 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.