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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cherry Tree Wealth Management's VDE Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 38 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Cherry Tree Wealth Management first reported a position in VDE in Q2 2023 and has held it in 8 quarters since. 780 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Cherry Tree Wealth Management held 38 shares of Vanguard Energy ETF worth $6.58K as of Q1 2026.
Cherry Tree Wealth Management left its Vanguard Energy ETF share count unchanged in Q1 2026.
Vanguard Energy ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #462 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Energy ETF in Q2 2023 and has held it in 8 quarters since.
780 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.