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Sullivan, Bruyette, Speros & Blaney’s Vanguard Energy ETF VDE Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021
Q1 		$133K Hold
1,950
– – 0.01% 372
2020
Q4 		$101K Buy
+1,950
New +$91.1K ﹤0.01% 397

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's VDE Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney held its Vanguard Energy ETF (VDE) position steady in Q1 2021 at 1,950 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #372.

Sullivan, Bruyette, Speros & Blaney first reported a position in VDE in Q4 2020 and has held it in 2 quarters since. 396 funds tracked by Wall St. Rank hold VDE as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 1,950 shares of Vanguard Energy ETF worth $133K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney left its Vanguard Energy ETF share count unchanged in Q1 2021.
  • Vanguard Energy ETF made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #372 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 2 quarters since.
  • 396 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.