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Crews Bank & Trust’s Vanguard Energy ETF VDE Stock Holding History

Crews Bank & Trust’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
Q3 		– Sell
-75
Closed -$8.93K – 657
2025
Q2 		$8.93K Hold
75
– – ﹤0.01% 529
2025
Q1 		$9.73K Sell
75
-75
-50% -$9.47K ﹤0.01% 508
2024
Q4 		$18.2K Buy
+150
New +$19.1K ﹤0.01% 460

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Crews Bank & Trust's VDE Position: Q3 2025 in Review

Crews Bank & Trust sold out of Vanguard Energy ETF (VDE) in Q3 2025, closing a stake of 75 shares — an estimated $8.93K sold.

Crews Bank & Trust first reported a position in VDE in Q4 2024 and held it in 3 quarters. The position peaked at $18.2K in Q4 2024. 636 funds tracked by Wall St. Rank hold VDE as of Q3 2025.

  • Crews Bank & Trust reported no remaining Vanguard Energy ETF position as of Q3 2025 after selling out during the quarter.
  • Crews Bank & Trust sold 75 Vanguard Energy ETF shares in Q3 2025, an estimated $8.93K.
  • Crews Bank & Trust first reported a position in Vanguard Energy ETF in Q4 2024 and held it in 3 quarters.
  • Crews Bank & Trust's Vanguard Energy ETF position peaked at $18.2K in Q4 2024.
  • 636 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2025.

Based on Crews Bank & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.