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Clarus Group’s Vanguard Energy ETF VDE Stock Holding History

Clarus Group’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
2024
Q4 		– Sell
-39,908
Closed -$4.89M – 110
2024
Q3 		$4.89M Buy
39,908
+1,411
+4% +$176K 2.06% 11
2024
Q2 		$4.91M Buy
+38,497
New +$5.01M 2.17% 11

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clarus Group's VDE Position: Q4 2024 in Review

Clarus Group sold out of Vanguard Energy ETF (VDE) in Q4 2024, closing a stake of 39,908 shares — an estimated $4.89M sold.

Clarus Group first reported a position in VDE in Q2 2024 and held it in 2 quarters. The position peaked at $4.91M in Q2 2024. 693 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

  • Clarus Group reported no remaining Vanguard Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Clarus Group sold 39,908 Vanguard Energy ETF shares in Q4 2024, an estimated $4.89M.
  • Clarus Group first reported a position in Vanguard Energy ETF in Q2 2024 and held it in 2 quarters.
  • Clarus Group's Vanguard Energy ETF position peaked at $4.91M in Q2 2024.
  • 693 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

Based on Clarus Group's 13F filing for Q4 2024, filed 29 Jan 2025.