CI
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CX Institutional’s Vanguard Energy ETF VDE Stock Holding History

CX Institutional’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
Q2 		$4.55M Buy
30,284
+1,665
+6% +$270K 0.13% 164
2026
Q1 		$4.95M Buy
28,619
+2,576
+10% +$390K 0.15% 162
2025
Q4 		$3.28M Buy
26,043
+8,123
+45% +$1.02M 0.1% 166
2025
Q3 		$2.25M Sell
17,920
-1,052
-6% -$130K 0.07% 196
2025
Q2 		$2.26M Buy
18,972
+2,738
+17% +$319K 0.08% 182
2025
Q1 		$2.11M Sell
16,234
-10,845
-40% -$1.37M 0.08% 193
2024
Q4 		$3.29M Buy
27,079
+11,081
+69% +$1.41M 0.13% 151
2024
Q3 		$1.96M Buy
15,998
+4,487
+39% +$561K 0.09% 197
2024
Q2 		$1.47M Sell
11,511
-311
-3% -$40.5K 0.07% 221
2024
Q1 		$1.56M Sell
11,822
-961
-8% -$115K 0.08% 216
2023
Q4 		$1.5M Sell
12,783
-206
-2% -$24.7K 0.08% 207
2023
Q3 		$1.65M Sell
12,989
-18,144
-58% -$2.22M 0.09% 203
2023
Q2 		$3.51M Sell
31,133
-103,174
-77% -$11.6M 0.18% 164
2023
Q1 		$15.9M Buy
134,307
+126,865
+1,705% +$15M 0.84% 27
2022
Q4 		$903K Buy
+7,442
New +$906K 0.05% 290
2022
Q3 		– Sell
-41,165
Closed -$4.09M – 1101
2022
Q2 		$4.09M Sell
41,165
-44,586
-52% -$4.99M 0.31% 79
2022
Q1 		$9.18M Buy
+85,751
New +$8.25M 0.73% 31
2021
Q4 		– Sell
-1,171
Closed -$87K – 870
2021
Q3 		$87K Buy
+1,171
New +$81.7K 0.01% 476

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

CX Institutional's VDE Position: Q2 2026 in Review

CX Institutional increased its Vanguard Energy ETF (VDE) stake by 5.8% in Q2 2026, buying an estimated $270K and bringing the position to 30,284 shares worth $4.55M. The position accounts for 0.13% of the portfolio, ranked #164.

CX Institutional first reported a position in VDE in Q3 2021 and has held it in 18 quarters since. The position peaked at $15.9M in Q1 2023. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • CX Institutional held 30,284 shares of Vanguard Energy ETF worth $4.55M as of Q2 2026.
  • CX Institutional bought 1,665 Vanguard Energy ETF shares in Q2 2026, an estimated $270K.
  • Vanguard Energy ETF made up 0.13% of CX Institutional's portfolio in Q2 2026, its #164 holding.
  • CX Institutional first reported a position in Vanguard Energy ETF in Q3 2021 and has held it in 18 quarters since.
  • CX Institutional's Vanguard Energy ETF position peaked at $15.9M in Q1 2023.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.