Comprehensive Money Management Services’s Vanguard Energy ETF VDE Stock Holding History

Comprehensive Money Management Services’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	$1.45M	Sell	8,354 -199	-2%	-$30.1K	0.95%	27
2025 Q4	$1.08M	Sell	8,553 -35	-0.4%	-$4.4K	0.74%	43
2025 Q3	$1.08M	Buy	8,588 +312	+4%	+$38.4K	0.77%	42
2025 Q2	$986K	Buy	8,276 +612	+8%	+$71.2K	0.75%	42
2025 Q1	$994K	Sell	7,664 -90	-1%	-$11.4K	0.8%	37
2024 Q4	$941K	Buy	+7,754	New	+$987K	0.78%	42

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

Comprehensive Money Management Services's VDE Position: Q1 2026 in Review

Comprehensive Money Management Services reduced its Vanguard Energy ETF (VDE) stake by 2.3% in Q1 2026, selling an estimated $30.1K and leaving 8,354 shares worth $1.45M. The position accounts for 0.95% of the portfolio, ranked #27.

Comprehensive Money Management Services first reported a position in VDE in Q4 2024 and has held it in 6 quarters since. 774 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Comprehensive Money Management Services held 8,354 shares of Vanguard Energy ETF worth $1.45M as of Q1 2026.
Comprehensive Money Management Services sold 199 Vanguard Energy ETF shares in Q1 2026, an estimated $30.1K.
Vanguard Energy ETF made up 0.95% of Comprehensive Money Management Services's portfolio in Q1 2026, its #27 holding.
Comprehensive Money Management Services first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 6 quarters since.
774 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.