Boxwood Ventures’s Vanguard Energy ETF VDE Stock Holding History

Boxwood Ventures’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
2026 Q2	$2.08M	Sell	13,860 -13,860	-50%	-$2.25M	1.24%	16
2026 Q1	$4.8M	Hold	27,720	–	–	5.08%	8
2025 Q4	$3.49M	Hold	27,720	–	–	3.51%	10
2025 Q3	$3.49M	Hold	27,720	–	–	3.89%	9
2025 Q2	$3.3M	Hold	27,720	–	–	4.27%	9
2025 Q1	$3.6M	Hold	27,720	–	–	5.13%	7
2024 Q4	$3.36M	Hold	27,720	–	–	4.5%	7
2024 Q3	$3.42M	Hold	27,720	–	–	5.3%	6
2024 Q2	$3.56M	Hold	27,720	–	–	5.72%	6
2024 Q1	$3.65M	Hold	27,720	–	–	6.42%	6
2023 Q4	$3.25M	Hold	27,720	–	–	6.23%	6
2023 Q3	$3.54M	Hold	27,720	–	–	7.16%	4
2023 Q2	$3.16M	Hold	27,720	–	–	5.99%	4
2023 Q1	$3.17M	Hold	27,720	–	–	6.53%	4
2022 Q4	$3.36M	Buy	+27,720	New	+$3.37M	6.03%	4

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

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

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

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

BCMIO

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

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

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

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

Boxwood Ventures's VDE Position: Q2 2026 in Review

Boxwood Ventures reduced its Vanguard Energy ETF (VDE) stake by 50% in Q2 2026, selling an estimated $2.25M and leaving 13,860 shares worth $2.08M. The position accounts for 1.24% of the portfolio, ranked #16.

Boxwood Ventures first reported a position in VDE in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.8M in Q1 2026. 762 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Boxwood Ventures held 13,860 shares of Vanguard Energy ETF worth $2.08M as of Q2 2026.
Boxwood Ventures sold 13,860 Vanguard Energy ETF shares in Q2 2026, an estimated $2.25M.
Vanguard Energy ETF made up 1.24% of Boxwood Ventures's portfolio in Q2 2026, its #16 holding.
Boxwood Ventures first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 15 quarters since.
Boxwood Ventures's Vanguard Energy ETF position peaked at $4.8M in Q1 2026.
762 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Boxwood Ventures's 13F filing for Q2 2026, filed 12 Aug 2026.