Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WCM
Wealthcare Capital Management’s
Vanguard Energy ETF
VDE
Stock Holding History
Wealthcare Capital Management’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
2015
Q4
–
Sell
-85
Closed
-$7K
–
256
2015
Q3
$7K
Hold
85
–
–
﹤0.01%
178
2015
Q2
$9K
Hold
85
–
–
﹤0.01%
221
2015
Q1
$9K
Hold
85
–
–
﹤0.01%
510
2014
Q4
$9K
Hold
85
–
–
﹤0.01%
136
2014
Q3
$11K
Hold
85
–
–
﹤0.01%
141
2014
Q2
$12K
Hold
85
–
–
﹤0.01%
121
2014
Q1
$11K
Hold
85
–
–
﹤0.01%
122
2013
Q4
$11K
Hold
85
–
–
﹤0.01%
80
2013
Q3
$10K
Hold
85
–
–
﹤0.01%
80
2013
Q2
$10K
Buy
+85
New
+$9.62K
﹤0.01%
80
Other funds holding VDE
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
W
Wealthfront
Palo Alto, California
$10.4B AUM
6.15%
1-Year Est. Return
Schroder Investment Management Group
London, United Kingdom
$122B AUM
29.27%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
RMC
Regis Management Company
Menlo Park, California
$331M AUM
14.13%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close