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Checchi Capital Advisers’s Vanguard Energy ETF VDE Stock Holding History

Checchi Capital Advisers’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 		$918K Sell
6,117
-528
-8% -$85.5K 0.04% 235
2026
Q1 		$1.15M Hold
6,645
– – 0.06% 194
2025
Q4 		$837K Sell
6,645
-402
-6% -$50.5K 0.04% 227
2025
Q3 		$887K Hold
7,047
– – 0.05% 226
2025
Q2 		$839K Buy
7,047
+5
+0.1% +$582 0.05% 241
2025
Q1 		$913K Sell
7,042
-71
-1% -$8.96K 0.05% 222
2024
Q4 		$863K Hold
7,113
– – 0.05% 219
2024
Q3 		$871K Hold
7,113
– – 0.05% 219
2024
Q2 		$907K Sell
7,113
-582
-8% -$75.8K 0.05% 203
2024
Q1 		$1.01M Sell
7,695
-651
-8% -$78K 0.08% 192
2023
Q4 		$979K Buy
8,346
+3,561
+74% +$427K 0.08% 187
2023
Q3 		$606K Sell
4,785
-390
-8% -$47.7K 0.06% 241
2023
Q2 		$584K Sell
5,175
-1,341
-21% -$151K 0.05% 259
2023
Q1 		$744K Sell
6,516
-1,616
-20% -$192K 0.07% 205
2022
Q4 		$986K Buy
8,132
+2,973
+58% +$362K 0.1% 163
2022
Q3 		$524K Buy
5,159
+2,581
+100% +$275K 0.05% 255
2022
Q2 		$284K Buy
+2,578
New +$288K 0.02% 436

Other funds holding VDE

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return

Checchi Capital Advisers's VDE Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Vanguard Energy ETF (VDE) stake by 7.9% in Q2 2026, selling an estimated $85.5K and leaving 6,117 shares worth $918K. The position accounts for 0.04% of the portfolio, ranked #235.

Checchi Capital Advisers first reported a position in VDE in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.15M in Q1 2026. 475 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Checchi Capital Advisers held 6,117 shares of Vanguard Energy ETF worth $918K as of Q2 2026.
  • Checchi Capital Advisers sold 528 Vanguard Energy ETF shares in Q2 2026, an estimated $85.5K.
  • Vanguard Energy ETF made up 0.04% of Checchi Capital Advisers's portfolio in Q2 2026, its #235 holding.
  • Checchi Capital Advisers first reported a position in Vanguard Energy ETF in Q2 2022 and has held it in 17 quarters since.
  • Checchi Capital Advisers's Vanguard Energy ETF position peaked at $1.15M in Q1 2026.
  • 475 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.