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 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

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

BCMIO

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Crestwood Advisors Group's VDE Position: Q4 2025 in Review

Crestwood Advisors Group sold out of Vanguard Energy ETF (VDE) in Q4 2025, closing a stake of 2,231 shares — an estimated $281K sold.

Crestwood Advisors Group first reported a position in VDE in Q3 2023 and held it in 9 quarters. The position peaked at $468K in Q1 2025. 666 funds tracked by Wall St. Rank hold VDE as of Q4 2025.

Crestwood Advisors Group reported no remaining Vanguard Energy ETF position as of Q4 2025 after selling out during the quarter.
Crestwood Advisors Group sold 2,231 Vanguard Energy ETF shares in Q4 2025, an estimated $281K.
Crestwood Advisors Group first reported a position in Vanguard Energy ETF in Q3 2023 and held it in 9 quarters.
Crestwood Advisors Group's Vanguard Energy ETF position peaked at $468K in Q1 2025.
666 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2025.

Based on Crestwood Advisors Group's 13F filing for Q4 2025, filed 3 Feb 2026.