CRA Financial Services’s Vanguard Energy ETF VDE Stock Holding History

CRA Financial Services’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	$382K	Sell	2,209 -8	-0.4%	-$1.21K	0.05%	215
2025 Q4	$279K	Hold	2,217	–	–	0.04%	244
2025 Q3	$279K	Hold	2,217	–	–	0.04%	240
2025 Q2	$264K	Hold	2,217	–	–	0.04%	232
2025 Q1	$288K	Buy	+2,217	New	+$280K	0.05%	212
2024 Q3	–	Sell	-2,042	Closed	-$260K	–	273
2024 Q2	$260K	Buy	2,042 +75	+4%	+$9.76K	0.05%	203
2024 Q1	$259K	Hold	1,967	–	–	0.06%	202
2023 Q4	$231K	Hold	1,967	–	–	0.06%	198
2023 Q3	$249K	Hold	1,967	–	–	0.07%	175
2023 Q2	$222K	Hold	1,967	–	–	0.06%	188
2023 Q1	$225K	Hold	1,967	–	–	0.07%	182
2022 Q4	$239K	Buy	+1,967	New	+$239K	0.08%	171
2022 Q2	–	Sell	-1,919	Closed	-$205K	–	222
2022 Q1	$205K	Buy	+1,919	New	+$185K	0.06%	199

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

CRA Financial Services's VDE Position: Q1 2026 in Review

CRA Financial Services reduced its Vanguard Energy ETF (VDE) stake by 0.36% in Q1 2026, selling an estimated $1.21K and leaving 2,209 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #215.

CRA Financial Services first reported a position in VDE in Q1 2022 and has held it in 13 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

CRA Financial Services held 2,209 shares of Vanguard Energy ETF worth $382K as of Q1 2026.
CRA Financial Services sold 8 Vanguard Energy ETF shares in Q1 2026, an estimated $1.21K.
Vanguard Energy ETF made up 0.05% of CRA Financial Services's portfolio in Q1 2026, its #215 holding.
CRA Financial Services first reported a position in Vanguard Energy ETF in Q1 2022 and has held it in 13 quarters since.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on CRA Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.