SMA
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Simply Money Advisors’s Vanguard Energy ETF VDE Stock Holding History

Simply Money Advisors’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
2013
Q3 		– Sell
-1,108
Closed -$125K – 350
2013
Q2 		$125K Buy
+1,108
New +$125K 0.02% 38

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Simply Money Advisors's VDE Position: Q3 2013 in Review

Simply Money Advisors sold out of Vanguard Energy ETF (VDE) in Q3 2013, closing a stake of 1,108 shares — an estimated $125K sold.

Simply Money Advisors first reported a position in VDE in Q2 2013 and held it in 1 quarter. The position peaked at $125K in Q2 2013. 122 funds tracked by Wall St. Rank hold VDE as of Q3 2013.

  • Simply Money Advisors reported no remaining Vanguard Energy ETF position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 1,108 Vanguard Energy ETF shares in Q3 2013, an estimated $125K.
  • Simply Money Advisors first reported a position in Vanguard Energy ETF in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Vanguard Energy ETF position peaked at $125K in Q2 2013.
  • 122 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.