Pinnacle Financial Partners (Tennessee)’s Vanguard Energy ETF VDE Stock Holding History

Pinnacle Financial Partners (Tennessee)’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	–	Sell	-1,612	Closed	-$206K	–	557
2024 Q2	$206K	Buy	+1,612	New	+$210K	﹤0.01%	429
2018 Q4	–	Sell	-1,095	Closed	-$115K	–	416
2018 Q3	$115K	Hold	1,095	–	–	0.01%	343
2018 Q2	$115K	Hold	1,095	–	–	0.01%	318
2018 Q1	$101K	Buy	+1,095	New	+$106K	0.01%	328
2017 Q3	–	Sell	-1,000	Closed	-$89K	–	442
2017 Q2	$89K	Buy	+1,000	New	+$92.3K	0.01%	309

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s VDE Position: Q3 2024 in Review

Pinnacle Financial Partners (Tennessee) sold out of Vanguard Energy ETF (VDE) in Q3 2024, closing a stake of 1,612 shares — an estimated $206K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in VDE in Q2 2017 and held it in 5 quarters. The position peaked at $206K in Q2 2024. 624 funds tracked by Wall St. Rank hold VDE as of Q3 2024.

Pinnacle Financial Partners (Tennessee) reported no remaining Vanguard Energy ETF position as of Q3 2024 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 1,612 Vanguard Energy ETF shares in Q3 2024, an estimated $206K.
Pinnacle Financial Partners (Tennessee) first reported a position in Vanguard Energy ETF in Q2 2017 and held it in 5 quarters.
Pinnacle Financial Partners (Tennessee)'s Vanguard Energy ETF position peaked at $206K in Q2 2024.
624 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2024.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2024, filed 5 Nov 2024.