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SVB Investment Services’s Vanguard Energy ETF VDE Stock Holding History

SVB Investment Services’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 		– Sell
-58
Closed -$3K – 55
2020
Q4 		$3K Hold
58
– – ﹤0.01% 63
2020
Q3 		$2K Hold
58
– – ﹤0.01% 59
2020
Q2 		$3K Hold
58
– – ﹤0.01% 57
2020
Q1 		$2K Sell
58
-514
-90% -$32.6K ﹤0.01% 55
2019
Q4 		$47K Buy
+572
New +$44.5K 0.04% 46

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Main Management ETF Advisors
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

SVB Investment Services's VDE Position: Q1 2021 in Review

SVB Investment Services sold out of Vanguard Energy ETF (VDE) in Q1 2021, closing a stake of 58 shares — an estimated $3K sold.

SVB Investment Services first reported a position in VDE in Q4 2019 and held it in 5 quarters. The position peaked at $47K in Q4 2019. 395 funds tracked by Wall St. Rank hold VDE as of Q1 2021.

  • SVB Investment Services reported no remaining Vanguard Energy ETF position as of Q1 2021 after selling out during the quarter.
  • SVB Investment Services sold 58 Vanguard Energy ETF shares in Q1 2021, an estimated $3K.
  • SVB Investment Services first reported a position in Vanguard Energy ETF in Q4 2019 and held it in 5 quarters.
  • SVB Investment Services's Vanguard Energy ETF position peaked at $47K in Q4 2019.
  • 395 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2021.

Based on SVB Investment Services's 13F filing for Q1 2021, filed 4 May 2021.