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Cyndeo Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History

Cyndeo Wealth Partners’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 		$213K Buy
1,416
+34
+2% +$5.51K 0.01% 495
2026
Q1 		$239K Buy
+1,382
New +$209K 0.01% 447

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HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

Cyndeo Wealth Partners's VDE Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Vanguard Energy ETF (VDE) stake by 2.5% in Q2 2026, buying an estimated $5.51K and bringing the position to 1,416 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #495.

Cyndeo Wealth Partners first reported a position in VDE in Q1 2026 and has held it in 2 quarters since. The position peaked at $239K in Q1 2026. 438 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Cyndeo Wealth Partners held 1,416 shares of Vanguard Energy ETF worth $213K as of Q2 2026.
  • Cyndeo Wealth Partners bought 34 Vanguard Energy ETF shares in Q2 2026, an estimated $5.51K.
  • Vanguard Energy ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #495 holding.
  • Cyndeo Wealth Partners first reported a position in Vanguard Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • Cyndeo Wealth Partners's Vanguard Energy ETF position peaked at $239K in Q1 2026.
  • 438 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.