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Wilbanks Smith & Thomas Asset Management’s Vanguard Energy ETF VDE Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-114
Closed -$12K – 1263
2018
Q3 		$12K Buy
+114
New +$11.8K ﹤0.01% 1003

Other funds holding VDE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's VDE Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Vanguard Energy ETF (VDE) in Q4 2018, closing a stake of 114 shares — an estimated $12K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in VDE in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 324 funds tracked by Wall St. Rank hold VDE as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Vanguard Energy ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 114 Vanguard Energy ETF shares in Q4 2018, an estimated $12K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Vanguard Energy ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Vanguard Energy ETF position peaked at $12K in Q3 2018.
  • 324 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.