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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Boxwood Ventures's VDE Position: Q1 2026 in Review

Boxwood Ventures held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 27,720 shares worth $4.8M. The position accounts for 5.08% of the portfolio, ranked #8.

Boxwood Ventures first reported a position in VDE in Q4 2022 and has held it in 14 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Boxwood Ventures held 27,720 shares of Vanguard Energy ETF worth $4.8M as of Q1 2026.
Boxwood Ventures left its Vanguard Energy ETF share count unchanged in Q1 2026.
Vanguard Energy ETF made up 5.08% of Boxwood Ventures's portfolio in Q1 2026, its #8 holding.
Boxwood Ventures first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 14 quarters since.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Boxwood Ventures's 13F filing for Q1 2026, filed 11 May 2026.