Truepoint Inc’s Vanguard Energy ETF VDE Stock Holding History

Truepoint Inc’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
2017 Q4	–	Sell	-5,725	Closed	-$536K	–	110
2017 Q3	$536K	Buy	+5,725	New	+$508K	0.05%	53

Other funds holding VDE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Truepoint Inc's VDE Position: Q4 2017 in Review

Truepoint Inc sold out of Vanguard Energy ETF (VDE) in Q4 2017, closing a stake of 5,725 shares — an estimated $536K sold.

Truepoint Inc first reported a position in VDE in Q3 2017 and held it in 1 quarter. The position peaked at $536K in Q3 2017. 317 funds tracked by Wall St. Rank hold VDE as of Q4 2017.

Truepoint Inc reported no remaining Vanguard Energy ETF position as of Q4 2017 after selling out during the quarter.
Truepoint Inc sold 5,725 Vanguard Energy ETF shares in Q4 2017, an estimated $536K.
Truepoint Inc first reported a position in Vanguard Energy ETF in Q3 2017 and held it in 1 quarter.
Truepoint Inc's Vanguard Energy ETF position peaked at $536K in Q3 2017.
317 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2017.

Based on Truepoint Inc's 13F filing for Q4 2017, filed 5 Feb 2018.