Cadence Bank’s Vanguard Energy ETF VDE Stock Holding History

Cadence Bank’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
2024 Q3	–	Sell	-3,700	Closed	-$472K	–	340
2024 Q2	$472K	Hold	3,700	–	–	0.04%	196
2024 Q1	$487K	Hold	3,700	–	–	0.04%	225
2023 Q4	$434K	Hold	3,700	–	–	0.04%	232
2023 Q3	$469K	Hold	3,700	–	–	0.04%	223
2023 Q2	$418K	Hold	3,700	–	–	0.04%	240
2023 Q1	$423K	Hold	3,700	–	–	0.04%	237
2022 Q4	$449K	Hold	3,700	–	–	0.04%	235
2022 Q3	$376K	Hold	3,700	–	–	0.04%	241
2022 Q2	$368K	Buy	3,700 +700	+23%	+$78.3K	0.05%	149
2022 Q1	$321K	Buy	+3,000	New	+$289K	0.04%	159

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

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

BCMIO

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Cadence Bank's VDE Position: Q3 2024 in Review

Cadence Bank sold out of Vanguard Energy ETF (VDE) in Q3 2024, closing a stake of 3,700 shares — an estimated $472K sold.

Cadence Bank first reported a position in VDE in Q1 2022 and held it in 10 quarters. The position peaked at $487K in Q1 2024. 624 funds tracked by Wall St. Rank hold VDE as of Q3 2024.

Cadence Bank reported no remaining Vanguard Energy ETF position as of Q3 2024 after selling out during the quarter.
Cadence Bank sold 3,700 Vanguard Energy ETF shares in Q3 2024, an estimated $472K.
Cadence Bank first reported a position in Vanguard Energy ETF in Q1 2022 and held it in 10 quarters.
Cadence Bank's Vanguard Energy ETF position peaked at $487K in Q1 2024.
624 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2024.

Based on Cadence Bank's 13F filing for Q3 2024, filed 13 Nov 2024.