Wipfli Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Wipfli Financial 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
2022 Q3	$87K	Buy	+850	New	+$90.4K	0.01%	793

Other funds holding VDE

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wipfli Financial Advisors's VDE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vanguard Energy ETF (VDE) in Q3 2022: 850 shares worth $87K. The stake represents 0.01% of the portfolio and ranks #793 among its holdings.

517 funds tracked by Wall St. Rank hold VDE as of Q3 2022.

Wipfli Financial Advisors held 850 shares of Vanguard Energy ETF worth $87K as of Q3 2022.
Vanguard Energy ETF was a new Wipfli Financial Advisors position in Q3 2022.
Vanguard Energy ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #793 holding.
517 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.