Cassady Schiller Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Cassady Schiller Wealth Management’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 Q4	$6.43K	Hold	53	–	–	﹤0.01%	382
2024 Q3	$6.49K	Hold	53	–	–	﹤0.01%	338
2024 Q2	$6.76K	Hold	53	–	–	﹤0.01%	335
2024 Q1	$6.98K	Hold	53	–	–	﹤0.01%	354
2023 Q4	$6.22K	Hold	53	–	–	﹤0.01%	350
2023 Q3	$6.72K	Hold	53	–	–	﹤0.01%	352
2023 Q2	$5.98K	Hold	53	–	–	﹤0.01%	373
2023 Q1	$6.05K	Hold	53	–	–	﹤0.01%	352
2022 Q4	$6.43K	Buy	+53	New	+$6.45K	﹤0.01%	351

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

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

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

Cassady Schiller Wealth Management's VDE Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Vanguard Energy ETF (VDE) position steady in Q4 2024 at 53 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Cassady Schiller Wealth Management first reported a position in VDE in Q4 2022 and has held it in 9 quarters since. The position peaked at $6.98K in Q1 2024. 693 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

Cassady Schiller Wealth Management held 53 shares of Vanguard Energy ETF worth $6.43K as of Q4 2024.
Cassady Schiller Wealth Management left its Vanguard Energy ETF share count unchanged in Q4 2024.
Vanguard Energy ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #382 holding.
Cassady Schiller Wealth Management first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 9 quarters since.
Cassady Schiller Wealth Management's Vanguard Energy ETF position peaked at $6.98K in Q1 2024.
693 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.