Cheviot Value Management’s Vanguard Energy ETF VDE Stock Holding History

Cheviot Value 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 Q2	$65.6K	Sell	437 -216	-33%	-$35K	0.01%	193
2026 Q1	$113K	Sell	653 -167	-20%	-$25.3K	0.01%	155
2025 Q4	$116K	Buy	820 +158	+24%	+$19.8K	0.01%	158
2025 Q3	$81.9K	Sell	662 -404	-38%	-$49.7K	0.01%	190
2025 Q2	$127K	Buy	1,066 +19	+2%	+$2.21K	0.01%	140
2025 Q1	$118K	Buy	+1,047	New	+$132K	0.01%	142

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

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

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

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

Cheviot Value Management's VDE Position: Q2 2026 in Review

Cheviot Value Management reduced its Vanguard Energy ETF (VDE) stake by 33% in Q2 2026, selling an estimated $35K and leaving 437 shares worth $65.6K. The position accounts for 0.01% of the portfolio, ranked #193.

Cheviot Value Management first reported a position in VDE in Q1 2025 and has held it in 6 quarters since. The position peaked at $127K in Q2 2025. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Cheviot Value Management held 437 shares of Vanguard Energy ETF worth $65.6K as of Q2 2026.
Cheviot Value Management sold 216 Vanguard Energy ETF shares in Q2 2026, an estimated $35K.
Vanguard Energy ETF made up 0.01% of Cheviot Value Management's portfolio in Q2 2026, its #193 holding.
Cheviot Value Management first reported a position in Vanguard Energy ETF in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's Vanguard Energy ETF position peaked at $127K in Q2 2025.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.