CI
VDE icon

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

CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
UFA
Uptown Financial Advisors Dallas, Texas $136M AUM 19.4% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return