Cherry Tree Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Cherry Tree 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
2026 Q3	$6.54K	Hold	38	–	–	﹤0.01%	472
2026 Q2	$5.71K	Hold	38	–	–	﹤0.01%	488
2026 Q1	$6.58K	Hold	38	–	–	﹤0.01%	462
2025 Q4	$4.79K	Hold	38	–	–	﹤0.01%	488
2025 Q3	$4.78K	Hold	38	–	–	﹤0.01%	475
2025 Q2	$4.53K	Hold	38	–	–	﹤0.01%	490
2025 Q1	$4.93K	Hold	38	–	–	﹤0.01%	531
2024 Q4	$4.61K	Hold	38	–	–	﹤0.01%	483
2024 Q3	$4.65K	Buy	+38	New	+$4.75K	﹤0.01%	487
2023 Q3	–	Sell	-30	Closed	-$3.39K	–	620
2023 Q2	$3.39K	Buy	+30	New	+$3.38K	﹤0.01%	448

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

GWM

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UFA

Uptown Financial Advisors Dallas, Texas $140M AUM 12.95% 1-Year Est. Return

Cherry Tree Wealth Management's VDE Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Vanguard Energy ETF (VDE) position steady in Q3 2026 at 38 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Cherry Tree Wealth Management first reported a position in VDE in Q2 2023 and has held it in 10 quarters since. The position peaked at $6.58K in Q1 2026. 111 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

Cherry Tree Wealth Management held 38 shares of Vanguard Energy ETF worth $6.54K as of Q3 2026.
Cherry Tree Wealth Management left its Vanguard Energy ETF share count unchanged in Q3 2026.
Vanguard Energy ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #472 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Energy ETF in Q2 2023 and has held it in 10 quarters since.
Cherry Tree Wealth Management's Vanguard Energy ETF position peaked at $6.58K in Q1 2026.
111 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.