Cherry Creek Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

Cherry Creek Investment Advisors’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	$3.99M	Buy	23,082 +352	+2%	+$53.2K	1.74%	17
2025 Q4	$2.86M	Buy	22,730 +50	+0.2%	+$6.28K	1.22%	24
2025 Q3	$2.85M	Buy	22,680 +694	+3%	+$85.4K	1.23%	22
2025 Q2	$2.62M	Sell	21,986 -932	-4%	-$108K	1.23%	22
2025 Q1	$2.97M	Buy	22,918 +183	+0.8%	+$23.1K	1.55%	16
2024 Q4	$2.76M	Buy	22,735 +217	+1%	+$27.6K	1.36%	22
2024 Q3	$2.76M	Sell	22,518 -3,336	-13%	-$417K	1.43%	21
2024 Q2	$3.3M	Buy	25,854 +633	+3%	+$82.4K	1.72%	16
2024 Q1	$3.32M	Buy	25,221 +488	+2%	+$58.5K	1.8%	16
2023 Q4	$2.9M	Buy	24,733 +1,738	+8%	+$208K	1.77%	16
2023 Q3	$2.91M	Buy	+22,995	New	+$2.82M	1.98%	16

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

Cherry Creek Investment Advisors's VDE Position: Q1 2026 in Review

Cherry Creek Investment Advisors increased its Vanguard Energy ETF (VDE) stake by 1.5% in Q1 2026, buying an estimated $53.2K and bringing the position to 23,082 shares worth $3.99M. The position accounts for 1.74% of the portfolio, ranked #17.

Cherry Creek Investment Advisors first reported a position in VDE in Q3 2023 and has held it in 11 quarters since. 773 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Cherry Creek Investment Advisors held 23,082 shares of Vanguard Energy ETF worth $3.99M as of Q1 2026.
Cherry Creek Investment Advisors bought 352 Vanguard Energy ETF shares in Q1 2026, an estimated $53.2K.
Vanguard Energy ETF made up 1.74% of Cherry Creek Investment Advisors's portfolio in Q1 2026, its #17 holding.
Cherry Creek Investment Advisors first reported a position in Vanguard Energy ETF in Q3 2023 and has held it in 11 quarters since.
773 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.