Cypress Wealth Services
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
Q3 		$872K Buy
4,882
+24
+0.5% +$4.1K 0.1% 153
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% +$4.48K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Greenwood Gearhart
Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Allen Wealth Management
Allen Wealth Management Boone, North Carolina $205M AUM 25.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cypress Wealth Services's VDE Position: Q3 2026 in Review

Cypress Wealth Services increased its Vanguard Energy ETF (VDE) stake by 0.49% in Q3 2026, buying an estimated $4.1K and bringing the position to 4,882 shares worth $872K. The position accounts for 0.1% of the portfolio, ranked #153.

Cypress Wealth Services first reported a position in VDE in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.64M in Q2 2020. 519 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

  • Cypress Wealth Services held 4,882 shares of Vanguard Energy ETF worth $872K as of Q3 2026.
  • Cypress Wealth Services bought 24 Vanguard Energy ETF shares in Q3 2026, an estimated $4.1K.
  • Vanguard Energy ETF made up 0.1% of Cypress Wealth Services's portfolio in Q3 2026, its #153 holding.
  • Cypress Wealth Services first reported a position in Vanguard Energy ETF in Q1 2020 and has held it in 26 quarters since.
  • Cypress Wealth Services's Vanguard Energy ETF position peaked at $2.64M in Q2 2020.
  • 519 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.