CWS
VDE icon

Cypress Wealth Services’s Vanguard Energy ETF VDE Stock Holding History

Cypress Wealth Services’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 		$729K Sell
4,858
-486
-9% -$78.7K 0.09% 171
2026
Q1 		$925K Buy
5,344
+20
+0.4% +$3.02K 0.13% 129
2025
Q4 		$670K Buy
5,324
+33
+0.6% +$4.14K 0.09% 166
2025
Q3 		$666K Buy
5,291
+30
+0.6% +$3.69K 0.11% 147
2025
Q2 		$627K Buy
5,261
+64
+1% +$7.45K 0.11% 143
2025
Q1 		$674K Buy
5,197
+247
+5% +$31.2K 0.14% 124
2024
Q4 		$601K Buy
4,950
+63
+1% +$8.02K 0.12% 130
2024
Q3 		$599K Sell
4,887
-132
-3% -$16.5K 0.12% 129
2024
Q2 		$640K Sell
5,019
-10
-0.2% -$1.3K 0.14% 114
2024
Q1 		$662K Buy
5,029
+10
+0.2% +$1.2K 0.15% 111
2023
Q4 		$589K Buy
5,019
+59
+1% +$7.07K 0.15% 118
2023
Q3 		$629K Hold
4,960
– – 0.17% 109
2023
Q2 		$562K Buy
4,960
+22
+0.4% +$2.48K 0.15% 123
2023
Q1 		$564K Sell
4,938
-634
-11% -$75.2K 0.17% 107
2022
Q4 		$676K Buy
5,572
+49
+0.9% +$5.96K 0.22% 93
2022
Q3 		$635K Buy
5,523
+47
+0.9% +$5K 0.22% 93
2022
Q2 		$545K Buy
5,476
+40
+0.7% +$4.47K 0.17% 104
2022
Q1 		$582K Buy
5,436
+146
+3% +$14.1K 0.16% 105
2021
Q4 		$411K Buy
5,290
+84
+2% +$6.68K 0.11% 140
2021
Q3 		$385K Buy
5,206
+420
+9% +$29.3K 0.12% 140
2021
Q2 		$363K Buy
4,786
+573
+14% +$41.5K 0.1% 174
2021
Q1 		$286K Buy
4,213
+275
+7% +$17.6K 0.06% 226
2020
Q4 		$204K Buy
+3,938
New +$184K 0.05% 272
2020
Q3 		– Sell
-52,415
Closed -$2.64M – 487
2020
Q2 		$2.64M Buy
52,415
+2,415
+5% +$119K 0.63% 48
2020
Q1 		$1.91M Buy
+50,000
New +$3.17M 0.56% 54

Other funds holding VDE

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Cypress Wealth Services's VDE Position: Q2 2026 in Review

Cypress Wealth Services reduced its Vanguard Energy ETF (VDE) stake by 9.1% in Q2 2026, selling an estimated $78.7K and leaving 4,858 shares worth $729K. The position accounts for 0.09% of the portfolio, ranked #171.

Cypress Wealth Services first reported a position in VDE in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.64M in Q2 2020. 206 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Cypress Wealth Services held 4,858 shares of Vanguard Energy ETF worth $729K as of Q2 2026.
  • Cypress Wealth Services sold 486 Vanguard Energy ETF shares in Q2 2026, an estimated $78.7K.
  • Vanguard Energy ETF made up 0.09% of Cypress Wealth Services's portfolio in Q2 2026, its #171 holding.
  • Cypress Wealth Services first reported a position in Vanguard Energy ETF in Q1 2020 and has held it in 25 quarters since.
  • Cypress Wealth Services's Vanguard Energy ETF position peaked at $2.64M in Q2 2020.
  • 206 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.