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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return