NEXT Financial Holdings’s Vanguard Energy ETF VDE Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$2.76M	Buy	+30,887	New	+$2.68M	0.7%	21

Other funds holding VDE

BCMIO

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

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RMC

Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NEXT Financial Holdings's VDE Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Vanguard Energy ETF (VDE) in Q1 2019: 30,887 shares worth $2.76M. The stake represents 0.7% of the portfolio and ranks #21 among its holdings.

331 funds tracked by Wall St. Rank hold VDE as of Q1 2019.

NEXT Financial Holdings held 30,887 shares of Vanguard Energy ETF worth $2.76M as of Q1 2019.
Vanguard Energy ETF was a new NEXT Financial Holdings position in Q1 2019.
Vanguard Energy ETF made up 0.7% of NEXT Financial Holdings's portfolio in Q1 2019, its #21 holding.
331 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.