SMFG
VDE icon

Sumitomo Mitsui Financial Group’s Vanguard Energy ETF VDE Stock Holding History

Sumitomo Mitsui Financial Group’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
Q2 		– Sell
-46,000
Closed -$4.92M – 215
2022
Q1 		$4.92M Buy
+46,000
New +$4.43M 0.14% 77

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Financial Group's VDE Position: Q2 2022 in Review

Sumitomo Mitsui Financial Group sold out of Vanguard Energy ETF (VDE) in Q2 2022, closing a stake of 46,000 shares — an estimated $4.92M sold.

Sumitomo Mitsui Financial Group first reported a position in VDE in Q1 2022 and held it in 1 quarter. The position peaked at $4.92M in Q1 2022. 547 funds tracked by Wall St. Rank hold VDE as of Q2 2022.

  • Sumitomo Mitsui Financial Group reported no remaining Vanguard Energy ETF position as of Q2 2022 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 46,000 Vanguard Energy ETF shares in Q2 2022, an estimated $4.92M.
  • Sumitomo Mitsui Financial Group first reported a position in Vanguard Energy ETF in Q1 2022 and held it in 1 quarter.
  • Sumitomo Mitsui Financial Group's Vanguard Energy ETF position peaked at $4.92M in Q1 2022.
  • 547 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2022.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2022, filed 9 Aug 2022.