New York Life Investment Management’s Vanguard Energy ETF VDE Stock Holding History

New York Life Investment 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
2024 Q2	–	Sell	-1,961	Closed	-$258K	–	1311
2024 Q1	$258K	Buy	+1,961	New	+$235K	﹤0.01%	1308
2023 Q2	–	Sell	-13,318	Closed	-$1.52M	–	1357
2023 Q1	$1.52M	Sell	13,318 -1,114	-8%	-$132K	0.02%	559
2022 Q4	$1.75M	Sell	14,432 -5,314	-27%	-$647K	0.02%	542
2022 Q3	$2.01M	Buy	19,746 +1,195	+6%	+$127K	0.02%	511
2022 Q2	$1.85M	Buy	+18,551	New	+$2.08M	0.02%	528

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

New York Life Investment Management's VDE Position: Q2 2024 in Review

New York Life Investment Management sold out of Vanguard Energy ETF (VDE) in Q2 2024, closing a stake of 1,961 shares — an estimated $258K sold.

New York Life Investment Management first reported a position in VDE in Q2 2022 and held it in 5 quarters. The position peaked at $2.01M in Q3 2022. 625 funds tracked by Wall St. Rank hold VDE as of Q2 2024.

New York Life Investment Management reported no remaining Vanguard Energy ETF position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 1,961 Vanguard Energy ETF shares in Q2 2024, an estimated $258K.
New York Life Investment Management first reported a position in Vanguard Energy ETF in Q2 2022 and held it in 5 quarters.
New York Life Investment Management's Vanguard Energy ETF position peaked at $2.01M in Q3 2022.
625 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.