Congress Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Congress Wealth 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
2025 Q2	$4.79M	Sell	40,225 -31,836	-44%	-$3.71M	0.05%	392
2025 Q1	$9.36M	Buy	72,061 +63,723	+764%	+$8.05M	0.11%	218
2024 Q4	$1.01M	Buy	8,338 +986	+13%	+$126K	0.01%	517
2024 Q3	$900K	Sell	7,352 -11,555	-61%	-$1.45M	0.01%	531
2024 Q2	$2.41M	Sell	18,907 -1,500	-7%	-$195K	0.04%	331
2024 Q1	$2.69M	Sell	20,407 -8,720	-30%	-$1.05M	0.05%	285
2023 Q4	$3.42M	Buy	29,127 +1,072	+4%	+$129K	0.06%	258
2023 Q3	$3.56M	Buy	28,055 +5	+0%	+$612	0.07%	250
2023 Q2	$3.17M	Buy	28,050 +3,997	+17%	+$450K	0.07%	230
2023 Q1	$2.75M	Buy	+24,053	New	+$2.85M	0.07%	243
2022 Q4	–	Sell	-30,009	Closed	-$3.05M	–	582
2022 Q3	$3.05M	Buy	30,009 +4,061	+16%	+$432K	0.08%	230
2022 Q2	$2.58M	Sell	25,948 -5,341	-17%	-$598K	0.07%	255
2022 Q1	$3.35M	Sell	31,289 -3,048	-9%	-$293K	0.07%	254
2021 Q4	$2.67M	Buy	+34,337	New	+$2.73M	0.05%	286

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Congress Wealth Management's VDE Position: Q2 2025 in Review

Congress Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 44% in Q2 2025, selling an estimated $3.71M and leaving 40,225 shares worth $4.79M. The position accounts for 0.05% of the portfolio, ranked #392.

Congress Wealth Management first reported a position in VDE in Q4 2021 and has held it in 14 quarters since. The position peaked at $9.36M in Q1 2025. 648 funds tracked by Wall St. Rank hold VDE as of Q2 2025.

Congress Wealth Management held 40,225 shares of Vanguard Energy ETF worth $4.79M as of Q2 2025.
Congress Wealth Management sold 31,836 Vanguard Energy ETF shares in Q2 2025, an estimated $3.71M.
Vanguard Energy ETF made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #392 holding.
Congress Wealth Management first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 14 quarters since.
Congress Wealth Management's Vanguard Energy ETF position peaked at $9.36M in Q1 2025.
648 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.