Concurrent Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

Concurrent Investment Advisors’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	$4.17M	Sell	27,752 -9,937	-26%	-$1.61M	0.04%	486
2026 Q1	$6.52M	Buy	37,689 +12,997	+53%	+$1.97M	0.07%	295
2025 Q4	$3.11M	Sell	24,692 -150	-0.6%	-$18.8K	0.04%	445
2025 Q3	$3.13M	Buy	24,842 +1,868	+8%	+$230K	0.05%	346
2025 Q2	$2.74M	Buy	22,974 +641	+3%	+$74.6K	0.05%	356
2025 Q1	$2.9M	Sell	22,333 -1,027	-4%	-$130K	0.07%	290
2024 Q4	$2.83M	Buy	23,360 +481	+2%	+$61.2K	0.08%	257
2024 Q3	$2.8M	Buy	22,879 +6,598	+41%	+$825K	0.08%	234
2024 Q2	$2.08M	Sell	16,281 -2,260	-12%	-$294K	0.07%	268
2024 Q1	$2.44M	Sell	18,541 -3,777	-17%	-$453K	0.1%	210
2023 Q4	$2.62M	Buy	+22,318	New	+$2.68M	0.12%	183

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

Concurrent Investment Advisors's VDE Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Vanguard Energy ETF (VDE) stake by 26% in Q2 2026, selling an estimated $1.61M and leaving 27,752 shares worth $4.17M. The position accounts for 0.04% of the portfolio, ranked #486.

Concurrent Investment Advisors first reported a position in VDE in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.52M in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Concurrent Investment Advisors held 27,752 shares of Vanguard Energy ETF worth $4.17M as of Q2 2026.
Concurrent Investment Advisors sold 9,937 Vanguard Energy ETF shares in Q2 2026, an estimated $1.61M.
Vanguard Energy ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #486 holding.
Concurrent Investment Advisors first reported a position in Vanguard Energy ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Vanguard Energy ETF position peaked at $6.52M in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.