Cora Capital Advisors’s Vanguard Energy ETF VDE Stock Holding History

Cora Capital 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	$874K	Sell	5,049 -249	-5%	-$37.7K	0.29%	49
2025 Q4	$667K	Sell	5,298 -180	-3%	-$22.6K	0.26%	54
2025 Q3	$689K	Sell	5,478 -450	-8%	-$55.4K	0.29%	50
2025 Q2	$706K	Sell	5,928 -388	-6%	-$45.2K	0.31%	46
2025 Q1	$819K	Sell	6,316 -70	-1%	-$8.84K	0.39%	44
2024 Q4	$775K	Sell	6,386 -564	-8%	-$71.8K	0.37%	48
2024 Q3	$851K	Sell	6,950 -158	-2%	-$19.8K	0.42%	46
2024 Q2	$907K	Hold	7,108	–	–	0.47%	40
2024 Q1	$936K	Sell	7,108 -260	-4%	-$31.2K	0.5%	39
2023 Q4	$864K	Sell	7,368 -438	-6%	-$52.5K	0.51%	39
2023 Q3	$989K	Sell	7,806 -1,218	-13%	-$149K	0.66%	31
2023 Q2	$1.02M	Sell	9,024 -201	-2%	-$22.6K	0.68%	30
2023 Q1	$1.05M	Sell	9,225 -79,131	-90%	-$9.38M	0.78%	29
2022 Q4	$10.7M	Buy	+88,356	New	+$10.8M	7.37%	5

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

Cora Capital Advisors's VDE Position: Q1 2026 in Review

Cora Capital Advisors reduced its Vanguard Energy ETF (VDE) stake by 4.7% in Q1 2026, selling an estimated $37.7K and leaving 5,049 shares worth $874K. The position accounts for 0.29% of the portfolio, ranked #49.

Cora Capital Advisors first reported a position in VDE in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.7M in Q4 2022. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Cora Capital Advisors held 5,049 shares of Vanguard Energy ETF worth $874K as of Q1 2026.
Cora Capital Advisors sold 249 Vanguard Energy ETF shares in Q1 2026, an estimated $37.7K.
Vanguard Energy ETF made up 0.29% of Cora Capital Advisors's portfolio in Q1 2026, its #49 holding.
Cora Capital Advisors first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 14 quarters since.
Cora Capital Advisors's Vanguard Energy ETF position peaked at $10.7M in Q4 2022.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Cora Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.