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Palo Capital’s Vanguard Energy ETF VDE Stock Holding History

Palo Capital’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
2018
Q4 		$2.6M Buy
+33,739
New +$3.09M 1.1% 33

Other funds holding VDE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Palo Capital's VDE Position: Q4 2018 in Review

Palo Capital opened a new position in Vanguard Energy ETF (VDE) in Q4 2018: 33,739 shares worth $2.6M. The stake represents 1.1% of the portfolio and ranks #33 among its holdings.

324 funds tracked by Wall St. Rank hold VDE as of Q4 2018.

  • Palo Capital held 33,739 shares of Vanguard Energy ETF worth $2.6M as of Q4 2018.
  • Vanguard Energy ETF was a new Palo Capital position in Q4 2018.
  • Vanguard Energy ETF made up 1.1% of Palo Capital's portfolio in Q4 2018, its #33 holding.
  • 324 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.