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WFG Advisors’s Vanguard Energy ETF VDE Stock Holding History

WFG 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
2017
Q2 		$380K Buy
4,295
+951
+28% +$87.7K 0.09% 242
2017
Q1 		$323K Sell
3,344
-1,300
-28% -$130K 0.09% 245
2016
Q4 		$486K Sell
4,644
-2,557
-36% -$256K 0.12% 210
2016
Q3 		$703K Sell
7,201
-40
-0.6% -$3.8K 0.17% 142
2016
Q2 		$689K Buy
7,241
+2,610
+56% +$240K 0.18% 134
2016
Q1 		$397K Buy
4,631
+1,049
+29% +$84K 0.11% 194
2015
Q4 		$298K Buy
3,582
+1,908
+114% +$174K 0.09% 224
2015
Q3 		$142K Buy
1,674
+690
+70% +$65.5K 0.04% 372
2015
Q2 		$105K Sell
984
-110
-10% -$12.4K 0.03% 517
2015
Q1 		$120K Buy
1,094
+846
+341% +$92.4K 0.03% 477
2014
Q4 		$28K Buy
248
+29
+13% +$3.46K 0.01% 1113
2014
Q3 		$29K Buy
219
+175
+398% +$24.4K 0.01% 1142
2014
Q2 		$6K Hold
44
– – ﹤0.01% 1626
2014
Q1 		$6K Hold
44
– – ﹤0.01% 1599
2013
Q4 		$6K Hold
44
– – ﹤0.01% 1722
2013
Q3 		$5K Hold
44
– – ﹤0.01% 1753
2013
Q2 		$5K Buy
+44
New +$4.98K ﹤0.01% 1681

Other funds holding VDE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
W
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

WFG Advisors's VDE Position: Q2 2017 in Review

WFG Advisors increased its Vanguard Energy ETF (VDE) stake by 28% in Q2 2017, buying an estimated $87.7K and bringing the position to 4,295 shares worth $380K. The position accounts for 0.09% of the portfolio, ranked #242.

WFG Advisors first reported a position in VDE in Q2 2013 and has held it in 17 quarters since. The position peaked at $703K in Q3 2016. 257 funds tracked by Wall St. Rank hold VDE as of Q2 2017.

  • WFG Advisors held 4,295 shares of Vanguard Energy ETF worth $380K as of Q2 2017.
  • WFG Advisors bought 951 Vanguard Energy ETF shares in Q2 2017, an estimated $87.7K.
  • Vanguard Energy ETF made up 0.09% of WFG Advisors's portfolio in Q2 2017, its #242 holding.
  • WFG Advisors first reported a position in Vanguard Energy ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Vanguard Energy ETF position peaked at $703K in Q3 2016.
  • 257 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.