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HC Advisors’s Vanguard Energy ETF VDE Stock Holding History

HC Advisors’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
2025
Q3 		– Sell
-24,887
Closed -$2.96M – 63
2025
Q2 		$2.96M Buy
24,887
+1,101
+5% +$128K 2.09% 15
2025
Q1 		$3.09M Buy
23,786
+295
+1% +$37.3K 2.31% 14
2024
Q4 		$2.85M Buy
23,491
+1,234
+6% +$157K 2.29% 15
2024
Q3 		$2.73M Buy
22,257
+1,717
+8% +$215K 2.24% 14
2024
Q2 		$2.62M Buy
20,540
+130
+0.6% +$16.9K 2.42% 14
2024
Q1 		$2.69M Buy
20,410
+4,490
+28% +$538K 1.28% 19
2023
Q4 		$1.87M Sell
15,920
-1,530
-9% -$183K 1.05% 26
2023
Q3 		$2.21M Sell
17,450
-520
-3% -$63.7K 1.31% 21
2023
Q2 		$2.03M Sell
17,970
-880
-5% -$99.1K 1.18% 23
2023
Q1 		$2.15M Sell
18,850
-12,555
-40% -$1.49M 1.33% 19
2022
Q4 		$3.81M Sell
31,405
-1,465
-4% -$178K 2.6% 11
2022
Q3 		$3.34M Buy
32,870
+12,270
+60% +$1.31M 2.3% 13
2022
Q2 		$2.05M Buy
20,600
+2,085
+11% +$233K 1.46% 16
2022
Q1 		$1.98M Buy
+18,515
New +$1.78M 1.26% 20

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HC Advisors's VDE Position: Q3 2025 in Review

HC Advisors sold out of Vanguard Energy ETF (VDE) in Q3 2025, closing a stake of 24,887 shares — an estimated $2.96M sold.

HC Advisors first reported a position in VDE in Q1 2022 and held it in 14 quarters. The position peaked at $3.81M in Q4 2022. 636 funds tracked by Wall St. Rank hold VDE as of Q3 2025.

  • HC Advisors reported no remaining Vanguard Energy ETF position as of Q3 2025 after selling out during the quarter.
  • HC Advisors sold 24,887 Vanguard Energy ETF shares in Q3 2025, an estimated $2.96M.
  • HC Advisors first reported a position in Vanguard Energy ETF in Q1 2022 and held it in 14 quarters.
  • HC Advisors's Vanguard Energy ETF position peaked at $3.81M in Q4 2022.
  • 636 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2025.

Based on HC Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.