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Smith Hayes Advisers’s Vanguard Energy ETF VDE Stock Holding History

Smith Hayes Advisers’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
2016
Q1 		$235K Buy
+2,733
New +$219K 0.05% 281
2014
Q3 		– Sell
-1,485
Closed -$214K – 299
2014
Q2 		$214K Buy
+1,485
New +$202K 0.05% 271

Other funds holding VDE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Smith Hayes Advisers's VDE Position: Q1 2016 in Review

Smith Hayes Advisers opened a new position in Vanguard Energy ETF (VDE) in Q1 2016: 2,733 shares worth $235K. The stake represents 0.05% of the portfolio and ranks #281 among its holdings. This is a return to the name: Smith Hayes Advisers previously reported a position in VDE as recently as Q2 2014.

Smith Hayes Advisers first reported a position in VDE in Q2 2014 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold VDE as of Q1 2016.

  • Smith Hayes Advisers held 2,733 shares of Vanguard Energy ETF worth $235K as of Q1 2016.
  • Vanguard Energy ETF was a new Smith Hayes Advisers position in Q1 2016.
  • Vanguard Energy ETF made up 0.05% of Smith Hayes Advisers's portfolio in Q1 2016, its #281 holding.
  • Smith Hayes Advisers first reported a position in Vanguard Energy ETF in Q2 2014 and has held it in 2 quarters since.
  • 232 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2016.

Based on Smith Hayes Advisers's 13F filing for Q1 2016, filed 16 May 2016.