Insight Advisors’s Vanguard Energy ETF VDE Stock Holding History

Insight 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
2024 Q4	–	Sell	-2,133	Closed	-$261K	–	311
2024 Q3	$261K	Sell	2,133 -926	-30%	-$116K	0.05%	251
2024 Q2	$390K	Sell	3,059 -1,500	-33%	-$195K	0.07%	190
2024 Q1	$600K	Sell	4,559 -2,568	-36%	-$308K	0.12%	135
2023 Q4	$836K	Sell	7,127 -1,221	-15%	-$146K	0.18%	94
2023 Q3	$1.06M	Sell	8,348 -2,979	-26%	-$365K	0.24%	71
2023 Q2	$1.28M	Sell	11,327 -1,345	-11%	-$151K	0.29%	58
2023 Q1	$1.45M	Buy	12,672 +296	+2%	+$35.1K	0.34%	48
2022 Q4	$1.44M	Buy	12,376 +891	+8%	+$108K	0.5%	46
2022 Q3	$1.17M	Buy	11,485 +326	+3%	+$34.7K	0.46%	51
2022 Q2	$1.12M	Buy	11,159 +3,872	+53%	+$433K	0.38%	66
2022 Q1	$780K	Buy	+7,287	New	+$701K	0.23%	117

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

Insight Advisors's VDE Position: Q4 2024 in Review

Insight Advisors sold out of Vanguard Energy ETF (VDE) in Q4 2024, closing a stake of 2,133 shares — an estimated $261K sold.

Insight Advisors first reported a position in VDE in Q1 2022 and held it in 11 quarters. The position peaked at $1.45M in Q1 2023. 693 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

Insight Advisors reported no remaining Vanguard Energy ETF position as of Q4 2024 after selling out during the quarter.
Insight Advisors sold 2,133 Vanguard Energy ETF shares in Q4 2024, an estimated $261K.
Insight Advisors first reported a position in Vanguard Energy ETF in Q1 2022 and held it in 11 quarters.
Insight Advisors's Vanguard Energy ETF position peaked at $1.45M in Q1 2023.
693 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

Based on Insight Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.