CAG
VDE icon

Crestwood Advisors Group’s Vanguard Energy ETF VDE Stock Holding History

Crestwood Advisors Group’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
Q4 		– Sell
-2,231
Closed -$281K – 711
2025
Q3 		$281K Sell
2,231
-399
-15% -$49.1K ﹤0.01% 481
2025
Q2 		$313K Sell
2,630
-981
-27% -$114K 0.01% 436
2025
Q1 		$468K Hold
3,611
– – 0.01% 349
2024
Q4 		$438K Buy
3,611
+1,262
+54% +$161K 0.01% 324
2024
Q3 		$288K Buy
2,349
+22
+0.9% +$2.75K 0.01% 374
2024
Q2 		$297K Buy
2,327
+37
+2% +$4.82K 0.01% 351
2024
Q1 		$302K Buy
2,290
+110
+5% +$13.2K 0.01% 354
2023
Q4 		$256K Sell
2,180
-578
-21% -$69.3K 0.01% 349
2023
Q3 		$350K Buy
+2,758
New +$338K 0.01% 281

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return