Hirtle Callaghan & Co’s Vanguard Energy ETF VDE Stock Holding History

Hirtle Callaghan & Co’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 Q1	–	Sell	-4,238	Closed	-$514K	–	125
2024 Q4	$514K	Hold	4,238	–	–	0.02%	83
2024 Q3	$519K	Hold	4,238	–	–	0.02%	76
2024 Q2	$541K	Hold	4,238	–	–	0.02%	72
2024 Q1	$558K	Hold	4,238	–	–	0.02%	73
2023 Q4	$497K	Buy	+4,238	New	+$508K	0.02%	70

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Hirtle Callaghan & Co's VDE Position: Q1 2025 in Review

Hirtle Callaghan & Co sold out of Vanguard Energy ETF (VDE) in Q1 2025, closing a stake of 4,238 shares — an estimated $514K sold.

Hirtle Callaghan & Co first reported a position in VDE in Q4 2023 and held it in 5 quarters. The position peaked at $558K in Q1 2024. 695 funds tracked by Wall St. Rank hold VDE as of Q1 2025.

Hirtle Callaghan & Co reported no remaining Vanguard Energy ETF position as of Q1 2025 after selling out during the quarter.
Hirtle Callaghan & Co sold 4,238 Vanguard Energy ETF shares in Q1 2025, an estimated $514K.
Hirtle Callaghan & Co first reported a position in Vanguard Energy ETF in Q4 2023 and held it in 5 quarters.
Hirtle Callaghan & Co's Vanguard Energy ETF position peaked at $558K in Q1 2024.
695 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2025.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2025, filed 12 May 2025.