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Surevest’s Vanguard Energy ETF VDE Stock Holding History

Surevest’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 		$171K Hold
1,682
– – 0.05% 142
2022
Q2 		$167K Buy
1,682
+18
+1% +$2.01K 0.04% 146
2022
Q1 		$178K Buy
1,664
+1
+0.1% +$96 0.04% 137
2021
Q4 		$129K Buy
+1,663
New +$132K 0.03% 138

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Surevest's VDE Position: Q3 2022 in Review

Surevest held its Vanguard Energy ETF (VDE) position steady in Q3 2022 at 1,682 shares worth $171K. The position accounts for 0.05% of the portfolio, ranked #142.

Surevest first reported a position in VDE in Q4 2021 and has held it in 4 quarters since. The position peaked at $178K in Q1 2022. 518 funds tracked by Wall St. Rank hold VDE as of Q3 2022.

  • Surevest held 1,682 shares of Vanguard Energy ETF worth $171K as of Q3 2022.
  • Surevest left its Vanguard Energy ETF share count unchanged in Q3 2022.
  • Vanguard Energy ETF made up 0.05% of Surevest's portfolio in Q3 2022, its #142 holding.
  • Surevest first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Vanguard Energy ETF position peaked at $178K in Q1 2022.
  • 518 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2022.

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