Cerity Partners
VDE icon

Cerity Partners’s Vanguard Energy ETF VDE Stock Holding History

Cerity 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
2026
Q2 		$6.93M Buy
46,178
+913
+2% +$148K 0.01% 950
2026
Q1 		$7.83M Buy
45,265
+8,930
+25% +$1.35M 0.01% 813
2025
Q4 		$4.58M Buy
36,335
+3,145
+9% +$395K 0.01% 959
2025
Q3 		$4.18M Sell
33,190
-1,294
-4% -$159K 0.01% 930
2025
Q2 		$4.11M Buy
34,484
+438
+1% +$51K 0.01% 902
2025
Q1 		$4.42M Sell
34,046
-469
-1% -$59.2K 0.01% 776
2024
Q4 		$4.19M Sell
34,515
-626
-2% -$79.7K 0.01% 782
2024
Q3 		$4.3M Sell
35,141
-6,280
-15% -$785K 0.01% 757
2024
Q2 		$5.28M Sell
41,421
-61,035
-60% -$7.95M 0.01% 590
2024
Q1 		$13.5M Buy
102,456
+5,149
+5% +$617K 0.04% 383
2023
Q4 		$11.4M Sell
97,307
-6,005
-6% -$720K 0.04% 347
2023
Q3 		$13.1M Buy
103,312
+89,467
+646% +$11M 0.06% 253
2023
Q2 		$1.56M Buy
13,845
+6,136
+80% +$691K 0.01% 791
2023
Q1 		$881K Buy
7,709
+4,941
+179% +$586K ﹤0.01% 1035
2022
Q4 		$336K Sell
2,768
-4,536
-62% -$552K ﹤0.01% 1100
2022
Q3 		$742K Buy
7,304
+563
+8% +$59.9K 0.01% 580
2022
Q2 		$670K Buy
6,741
+2,677
+66% +$300K 0.01% 653
2022
Q1 		$435K Buy
4,064
+2,686
+195% +$259K 0.01% 622
2021
Q4 		$386K Sell
1,378
-4,929
-78% -$392K 0.01% 692
2021
Q3 		$466K Sell
6,307
-60
-0.9% -$4.18K 0.01% 478
2021
Q2 		$483K Sell
6,367
-330
-5% -$23.9K 0.01% 478
2021
Q1 		$455K Buy
6,697
+432
+7% +$27.6K 0.01% 467
2020
Q4 		$325K Buy
+6,265
New +$293K 0.01% 498

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Cerity Partners's VDE Position: Q2 2026 in Review

Cerity Partners increased its Vanguard Energy ETF (VDE) stake by 2% in Q2 2026, buying an estimated $148K and bringing the position to 46,178 shares worth $6.93M. The position accounts for 0.01% of the portfolio, ranked #950.

Cerity Partners first reported a position in VDE in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.5M in Q1 2024. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Cerity Partners held 46,178 shares of Vanguard Energy ETF worth $6.93M as of Q2 2026.
  • Cerity Partners bought 913 Vanguard Energy ETF shares in Q2 2026, an estimated $148K.
  • Vanguard Energy ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #950 holding.
  • Cerity Partners first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 23 quarters since.
  • Cerity Partners's Vanguard Energy ETF position peaked at $13.5M in Q1 2024.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.