RegentAtlantic Capital’s Vanguard Energy ETF VDE Stock Holding History

RegentAtlantic 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
2022 Q3	$568K	Buy	+5,590	New	+$595K	0.02%	420

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

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

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 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

RegentAtlantic Capital's VDE Position: Q3 2022 in Review

RegentAtlantic Capital opened a new position in Vanguard Energy ETF (VDE) in Q3 2022: 5,590 shares worth $568K. The stake represents 0.02% of the portfolio and ranks #420 among its holdings.

518 funds tracked by Wall St. Rank hold VDE as of Q3 2022.

RegentAtlantic Capital held 5,590 shares of Vanguard Energy ETF worth $568K as of Q3 2022.
Vanguard Energy ETF was a new RegentAtlantic Capital position in Q3 2022.
Vanguard Energy ETF made up 0.02% of RegentAtlantic Capital's portfolio in Q3 2022, its #420 holding.
518 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.