Cardiff Park Advisors’s Vanguard Energy ETF VDE Stock Holding History

Cardiff Park 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
2026 Q1	$129K	Hold	743	–	–	0.01%	303
2025 Q4	$93.6K	Hold	743	–	–	0.01%	303
2025 Q3	$93.5K	Hold	743	–	–	0.01%	321
2025 Q2	$88.5K	Hold	743	–	–	0.01%	295
2025 Q1	$96.4K	Hold	743	–	–	0.01%	289
2024 Q4	$90.1K	Hold	743	–	–	0.01%	284
2024 Q3	$91K	Hold	743	–	–	0.01%	282
2024 Q2	$94.8K	Hold	743	–	–	0.01%	273
2024 Q1	$97.9K	Hold	743	–	–	0.01%	292
2023 Q4	$87.1K	Hold	743	–	–	0.01%	270
2023 Q3	$94.2K	Hold	743	–	–	0.01%	248
2023 Q2	$83.9K	Hold	743	–	–	0.01%	267
2023 Q1	$84.9K	Hold	743	–	–	0.01%	261
2022 Q4	$90.1K	Hold	743	–	–	0.01%	260
2022 Q3	$75K	Sell	743 -245	-25%	-$26.1K	0.01%	267
2022 Q2	$98K	Sell	988 -246	-20%	-$27.5K	0.01%	258
2022 Q1	$132K	Hold	1,234	–	–	0.02%	250
2021 Q4	$96K	Buy	+1,234	New	+$98.2K	0.01%	261

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

Cardiff Park Advisors's VDE Position: Q1 2026 in Review

Cardiff Park Advisors held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 743 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #303.

Cardiff Park Advisors first reported a position in VDE in Q4 2021 and has held it in 18 quarters since. The position peaked at $132K in Q1 2022. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Cardiff Park Advisors held 743 shares of Vanguard Energy ETF worth $129K as of Q1 2026.
Cardiff Park Advisors left its Vanguard Energy ETF share count unchanged in Q1 2026.
Vanguard Energy ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q1 2026, its #303 holding.
Cardiff Park Advisors first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's Vanguard Energy ETF position peaked at $132K in Q1 2022.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.