CWM
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Cornerstone Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Cornerstone 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
2026
Q3 		$1.43M Sell
8,311
-3,457
-29% -$591K 0.06% 271
2026
Q2 		$1.77M Buy
11,768
+182
+2% +$29.5K 0.08% 234
2026
Q1 		$2M Buy
11,586
+1,192
+11% +$180K 0.1% 191
2025
Q4 		$1.31M Buy
10,394
+2,338
+29% +$294K 0.07% 242
2025
Q3 		$1.01M Buy
8,056
+609
+8% +$75K 0.06% 280
2025
Q2 		$887K Buy
7,447
+710
+11% +$82.6K 0.05% 288
2025
Q1 		$874K Buy
6,737
+20
+0.3% +$2.52K 0.06% 266
2024
Q4 		$815K Buy
6,717
+420
+7% +$53.5K 0.06% 266
2024
Q3 		$771K Buy
6,297
+81
+1% +$10.1K 0.05% 262
2024
Q2 		$793K Sell
6,216
-314
-5% -$40.9K 0.06% 239
2024
Q1 		$860K Sell
6,530
-1,272
-16% -$152K 0.07% 228
2023
Q4 		$915K Sell
7,802
-581
-7% -$69.6K 0.08% 212
2023
Q3 		$1.06M Sell
8,383
-1,051
-11% -$129K 0.1% 172
2023
Q2 		$1.07M Buy
9,434
+6,583
+231% +$741K 0.1% 172
2023
Q1 		$326K Buy
+2,851
New +$338K 0.03% 361
2022
Q3 		$424K Buy
4,172
+49
+1% +$5.21K 0.05% 292
2022
Q2 		$410K Buy
4,123
+641
+18% +$71.7K 0.05% 301
2022
Q1 		$373K Buy
+3,482
New +$335K 0.04% 328
2019
Q4 		– Sell
-3,458
Closed -$270K – 371
2019
Q3 		$270K Sell
3,458
-589
-15% -$47.1K 0.05% 283
2019
Q2 		$346K Sell
4,047
-5
-0.1% -$430 0.06% 253
2019
Q1 		$1.97M Sell
4,052
-301
-7% -$26.1K 0.24% 107
2018
Q4 		$338K Buy
+4,353
New +$399K 0.07% 247
2018
Q1 		$533K Buy
5,765
+1,541
+36% +$149K 0.1% 197
2017
Q4 		$429K Buy
4,224
+191
+5% +$18K 0.08% 247
2017
Q3 		$379K Buy
4,033
+412
+11% +$36.6K 0.08% 252
2017
Q2 		$319K Buy
3,621
+222
+7% +$20.5K 0.07% 269
2017
Q1 		$330K Buy
3,399
+750
+28% +$75K 0.08% 238
2016
Q4 		$280K Buy
2,649
+151
+6% +$15.1K 0.09% 221
2016
Q3 		$240K Buy
+2,498
New +$237K 0.09% 230
2016
Q1 		$219K Buy
+2,399
New +$192K 0.17% 85

Other funds holding VDE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cornerstone Wealth Management's VDE Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 29% in Q3 2026, selling an estimated $591K and leaving 8,311 shares worth $1.43M. The position accounts for 0.06% of the portfolio, ranked #271.

Cornerstone Wealth Management first reported a position in VDE in Q1 2016 and has held it in 30 quarters since. The position peaked at $2M in Q1 2026. 600 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

  • Cornerstone Wealth Management held 8,311 shares of Vanguard Energy ETF worth $1.43M as of Q3 2026.
  • Cornerstone Wealth Management sold 3,457 Vanguard Energy ETF shares in Q3 2026, an estimated $591K.
  • Vanguard Energy ETF made up 0.06% of Cornerstone Wealth Management's portfolio in Q3 2026, its #271 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Energy ETF in Q1 2016 and has held it in 30 quarters since.
  • Cornerstone Wealth Management's Vanguard Energy ETF position peaked at $2M in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.