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Hoxton Planning & Management’s Vanguard Energy ETF VDE Stock Holding History

Hoxton Planning & Management’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
-1,985
Closed -$241K – 216
2024
Q4 		$241K Hold
1,985
– – 0.09% 179
2024
Q3 		$243K Buy
+1,985
New +$248K 0.09% 180

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Hoxton Planning & Management's VDE Position: Q1 2025 in Review

Hoxton Planning & Management sold out of Vanguard Energy ETF (VDE) in Q1 2025, closing a stake of 1,985 shares — an estimated $241K sold.

Hoxton Planning & Management first reported a position in VDE in Q3 2024 and held it in 2 quarters. The position peaked at $243K in Q3 2024. 693 funds tracked by Wall St. Rank hold VDE as of Q1 2025.

  • Hoxton Planning & Management reported no remaining Vanguard Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Hoxton Planning & Management sold 1,985 Vanguard Energy ETF shares in Q1 2025, an estimated $241K.
  • Hoxton Planning & Management first reported a position in Vanguard Energy ETF in Q3 2024 and held it in 2 quarters.
  • Hoxton Planning & Management's Vanguard Energy ETF position peaked at $243K in Q3 2024.
  • 693 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2025.

Based on Hoxton Planning & Management's 13F filing for Q1 2025, filed 8 May 2025.