CSP
VDE icon

Cary Street Partners’s Vanguard Energy ETF VDE Stock Holding History

Cary Street 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
Q3 		– Sell
-2,865
Closed -$341K – 967
2025
Q2 		$341K Hold
2,865
– – 0.01% 638
2025
Q1 		$372K Sell
2,865
-1,117
-28% -$141K 0.01% 600
2024
Q4 		$483K Buy
+3,982
New +$507K 0.02% 517

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cary Street Partners's VDE Position: Q3 2025 in Review

Cary Street Partners sold out of Vanguard Energy ETF (VDE) in Q3 2025, closing a stake of 2,865 shares — an estimated $341K sold.

Cary Street Partners first reported a position in VDE in Q4 2024 and held it in 3 quarters. The position peaked at $483K in Q4 2024. 636 funds tracked by Wall St. Rank hold VDE as of Q3 2025.

  • Cary Street Partners reported no remaining Vanguard Energy ETF position as of Q3 2025 after selling out during the quarter.
  • Cary Street Partners sold 2,865 Vanguard Energy ETF shares in Q3 2025, an estimated $341K.
  • Cary Street Partners first reported a position in Vanguard Energy ETF in Q4 2024 and held it in 3 quarters.
  • Cary Street Partners's Vanguard Energy ETF position peaked at $483K in Q4 2024.
  • 636 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2025.

Based on Cary Street Partners's 13F filing for Q3 2025, filed 10 Nov 2025.