Blue Chip Partners’s Vanguard Energy ETF VDE Stock Holding History

Blue Chip Partners’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
2025 Q2	–	Sell	-3,078	Closed	-$399K	–	171
2025 Q1	$399K	Sell	3,078 -2,206	-42%	-$279K	0.03%	116
2024 Q4	$641K	Buy	+5,284	New	+$673K	0.06%	98
2024 Q1	–	Sell	-2,995	Closed	-$351K	–	198
2023 Q4	$351K	Buy	+2,995	New	+$359K	0.04%	105
2015 Q3	–	Sell	-958	Closed	-$102K	–	119
2015 Q2	$102K	Hold	958	–	–	0.07%	111
2015 Q1	$105K	Hold	958	–	–	0.07%	109
2014 Q4	$107K	Buy	+958	New	+$114K	0.07%	106

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Blue Chip Partners's VDE Position: Q2 2025 in Review

Blue Chip Partners sold out of Vanguard Energy ETF (VDE) in Q2 2025, closing a stake of 3,078 shares — an estimated $399K sold.

Blue Chip Partners first reported a position in VDE in Q4 2014 and held it in 6 quarters. The position peaked at $641K in Q4 2024. 648 funds tracked by Wall St. Rank hold VDE as of Q2 2025.

Blue Chip Partners reported no remaining Vanguard Energy ETF position as of Q2 2025 after selling out during the quarter.
Blue Chip Partners sold 3,078 Vanguard Energy ETF shares in Q2 2025, an estimated $399K.
Blue Chip Partners first reported a position in Vanguard Energy ETF in Q4 2014 and held it in 6 quarters.
Blue Chip Partners's Vanguard Energy ETF position peaked at $641K in Q4 2024.
648 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2025.

Based on Blue Chip Partners's 13F filing for Q2 2025, filed 15 Aug 2025.