Peterson Financial Group’s Vanguard Energy ETF VDE Stock Holding History

Peterson Financial Group’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 Q3	$295	Buy	+2	New	+$250	﹤0.01%	418

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

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

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

BCMIO

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Peterson Financial Group's VDE Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Vanguard Energy ETF (VDE) in Q3 2024: 2 shares worth $295. The stake represents ﹤0.01% of the portfolio and ranks #418 among its holdings.

624 funds tracked by Wall St. Rank hold VDE as of Q3 2024.

Peterson Financial Group held 2 shares of Vanguard Energy ETF worth $295 as of Q3 2024.
Vanguard Energy ETF was a new Peterson Financial Group position in Q3 2024.
Vanguard Energy ETF made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #418 holding.
624 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.