CBIZ Investment Advisory Services’s Vanguard Energy ETF VDE Stock Holding History

CBIZ Investment Advisory Services’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	$119K	Sell	688 -10	-1%	-$1.51K	﹤0.01%	53
2025 Q4	$87.8K	Buy	698 +2	+0.3%	+$251	﹤0.01%	96
2025 Q3	$87.7K	Sell	696 -136	-16%	-$16.7K	﹤0.01%	86
2025 Q2	$99.1K	Buy	832 +4	+0.5%	+$466	﹤0.01%	81
2025 Q1	$107K	Sell	828 -130	-14%	-$16.4K	0.01%	73
2024 Q4	$116K	Sell	958 -19	-2%	-$2.42K	0.01%	67
2024 Q3	$121K	Buy	977 +3	+0.3%	+$375	0.01%	63
2024 Q2	$125K	Hold	974	–	–	0.01%	60
2024 Q1	$128K	Buy	+974	New	+$117K	0.01%	60

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

CBIZ Investment Advisory Services's VDE Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Vanguard Energy ETF (VDE) stake by 1.4% in Q1 2026, selling an estimated $1.51K and leaving 688 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #53.

CBIZ Investment Advisory Services first reported a position in VDE in Q1 2024 and has held it in 9 quarters since. The position peaked at $128K in Q1 2024. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

CBIZ Investment Advisory Services held 688 shares of Vanguard Energy ETF worth $119K as of Q1 2026.
CBIZ Investment Advisory Services sold 10 Vanguard Energy ETF shares in Q1 2026, an estimated $1.51K.
Vanguard Energy ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #53 holding.
CBIZ Investment Advisory Services first reported a position in Vanguard Energy ETF in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's Vanguard Energy ETF position peaked at $128K in Q1 2024.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.