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ORG Partners’s Vanguard Energy ETF VDE Stock Holding History

ORG Partners’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
-10,986
Closed -$1.26M – 1380
2023
Q1 		$1.26M Buy
+10,986
New +$1.3M 0.31% 63

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ORG Partners's VDE Position: Q2 2023 in Review

ORG Partners sold out of Vanguard Energy ETF (VDE) in Q2 2023, closing a stake of 10,986 shares — an estimated $1.26M sold.

ORG Partners first reported a position in VDE in Q1 2023 and held it in 1 quarter. The position peaked at $1.26M in Q1 2023. 568 funds tracked by Wall St. Rank hold VDE as of Q2 2023.

  • ORG Partners reported no remaining Vanguard Energy ETF position as of Q2 2023 after selling out during the quarter.
  • ORG Partners sold 10,986 Vanguard Energy ETF shares in Q2 2023, an estimated $1.26M.
  • ORG Partners first reported a position in Vanguard Energy ETF in Q1 2023 and held it in 1 quarter.
  • ORG Partners's Vanguard Energy ETF position peaked at $1.26M in Q1 2023.
  • 568 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2023.

Based on ORG Partners's 13F filing for Q2 2023, filed 25 Jul 2023.