VIA
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Vantage Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

Vantage Investment Advisors’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
2018
Q3 		$94K Hold
898
– – 0.02% 214
2018
Q2 		$94K Hold
898
– – 0.02% 207
2018
Q1 		$83K Hold
898
– – 0.02% 223
2017
Q4 		$89K Sell
898
-40
-4% -$3.76K 0.02% 221
2017
Q3 		$88K Hold
938
– – 0.02% 206
2017
Q2 		$83K Buy
938
+37
+4% +$3.41K 0.02% 197
2017
Q1 		$87K Buy
901
+25
+3% +$2.5K 0.03% 191
2016
Q4 		$92K Buy
876
+25
+3% +$2.5K 0.04% 175
2016
Q3 		$83K Sell
851
-84
-9% -$7.98K 0.04% 186
2016
Q2 		$89K Buy
935
+480
+105% +$44.2K 0.04% 187
2016
Q1 		$39K Buy
455
+310
+214% +$24.8K 0.02% 282
2015
Q4 		$12K Hold
145
– – 0.01% 475
2015
Q3 		$12K Hold
145
– – 0.01% 466
2015
Q2 		$16K Sell
145
-146
-50% -$16.4K 0.01% 412
2015
Q1 		$32K Buy
291
+133
+84% +$14.5K 0.01% 411
2014
Q4 		$18K Sell
158
-16
-9% -$1.91K 0.01% 403
2014
Q3 		$23K Hold
174
– – 0.01% 333
2014
Q2 		$25K Sell
174
-13
-7% -$1.77K 0.02% 337
2014
Q1 		$24K Sell
187
-143
-43% -$17.6K 0.02% 312
2013
Q4 		$42K Buy
+330
New +$41K 0.03% 226

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vantage Investment Advisors's VDE Position: Q3 2018 in Review

Vantage Investment Advisors held its Vanguard Energy ETF (VDE) position steady in Q3 2018 at 898 shares worth $94K. The position accounts for 0.02% of the portfolio, ranked #214.

Vantage Investment Advisors first reported a position in VDE in Q4 2013 and has held it in 20 quarters since. 337 funds tracked by Wall St. Rank hold VDE as of Q3 2018.

  • Vantage Investment Advisors held 898 shares of Vanguard Energy ETF worth $94K as of Q3 2018.
  • Vantage Investment Advisors left its Vanguard Energy ETF share count unchanged in Q3 2018.
  • Vanguard Energy ETF made up 0.02% of Vantage Investment Advisors's portfolio in Q3 2018, its #214 holding.
  • Vantage Investment Advisors first reported a position in Vanguard Energy ETF in Q4 2013 and has held it in 20 quarters since.
  • 337 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.