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
Q3 		$5.29M Buy
30,700
+416
+1% +$71.1K 0.14% 160
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

GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional's VDE Position: Q3 2026 in Review

CX Institutional increased its Vanguard Energy ETF (VDE) stake by 1.4% in Q3 2026, buying an estimated $71.1K and bringing the position to 30,700 shares worth $5.29M. The position accounts for 0.14% of the portfolio, ranked #160.

CX Institutional first reported a position in VDE in Q3 2021 and has held it in 19 quarters since. The position peaked at $15.9M in Q1 2023. 44 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

  • CX Institutional held 30,700 shares of Vanguard Energy ETF worth $5.29M as of Q3 2026.
  • CX Institutional bought 416 Vanguard Energy ETF shares in Q3 2026, an estimated $71.1K.
  • Vanguard Energy ETF made up 0.14% of CX Institutional's portfolio in Q3 2026, its #160 holding.
  • CX Institutional first reported a position in Vanguard Energy ETF in Q3 2021 and has held it in 19 quarters since.
  • CX Institutional's Vanguard Energy ETF position peaked at $15.9M in Q1 2023.
  • 44 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.