KCM Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.61M | Sell |
49,768
-3,228
| -6% | -$488K | 0.29% | 69 |
|
|
2025
Q4 | $6.67M | Sell |
52,996
-264
| -0.5% | -$33.2K | 0.21% | 77 |
|
|
2025
Q3 | $6.7M | Sell |
53,260
-633
| -1% | -$77.9K | 0.22% | 79 |
|
|
2025
Q2 | $6.42M | Sell |
53,893
-4,978
| -8% | -$579K | 0.22% | 81 |
|
|
2025
Q1 | $7.64M | Sell |
58,871
-3,308
| -5% | -$418K | 0.27% | 65 |
|
|
2024
Q4 | $7.54M | Sell |
62,179
-4,562
| -7% | -$581K | 0.26% | 69 |
|
|
2024
Q3 | $8.17M | Sell |
66,741
-248
| -0.4% | -$31K | 0.28% | 73 |
|
|
2024
Q2 | $8.55M | Sell |
66,989
-294
| -0.4% | -$38.3K | 0.31% | 69 |
|
|
2024
Q1 | $8.86M | Sell |
67,283
-331
| -0.5% | -$39.7K | 0.33% | 71 |
|
|
2023
Q4 | $7.93M | Sell |
67,614
-6,157
| -8% | -$738K | 0.32% | 70 |
|
|
2023
Q3 | $9.35M | Buy |
73,771
+6,163
| +9% | +$755K | 0.4% | 58 |
|
|
2023
Q2 | $7.63M | Buy |
67,608
+5,555
| +9% | +$625K | 0.31% | 72 |
|
|
2023
Q1 | $7.09M | Buy |
62,053
+2,357
| +4% | +$279K | 0.29% | 82 |
|
|
2022
Q4 | $7.24M | Buy |
59,696
+1,107
| +2% | +$135K | 0.31% | 79 |
|
|
2022
Q3 | $5.95M | Sell |
58,589
-12,801
| -18% | -$1.36M | 0.28% | 83 |
|
|
2022
Q2 | $7.1M | Sell |
71,390
-1,846
| -3% | -$207K | 0.31% | 77 |
|
|
2022
Q1 | $7.84M | Buy |
73,236
+6,855
| +10% | +$660K | 0.29% | 82 |
|
|
2021
Q4 | $5.15M | Buy |
66,381
+7,446
| +13% | +$592K | 0.18% | 104 |
|
|
2021
Q3 | $4.36M | Buy |
58,935
+24,661
| +72% | +$1.72M | 0.17% | 105 |
|
|
2021
Q2 | $2.6M | Buy |
34,274
+6,881
| +25% | +$499K | 0.11% | 139 |
|
|
2021
Q1 | $1.86M | Buy |
27,393
+3,834
| +16% | +$245K | 0.08% | 156 |
|
|
2020
Q4 | $1.22M | Sell |
23,559
-38,922
| -62% | -$1.82M | 0.06% | 169 |
|
|
2020
Q3 | $2.52M | Sell |
62,481
-19,157
| -23% | -$911K | 0.14% | 114 |
|
|
2020
Q2 | $4.11M | Sell |
81,638
-4,604
| -5% | -$227K | 0.23% | 85 |
|
|
2020
Q1 | $3.3M | Buy |
86,242
+7,469
| +9% | +$474K | 0.22% | 90 |
|
|
2019
Q4 | $6.42M | Sell |
78,773
-43,275
| -35% | -$3.37M | 0.35% | 74 |
|
|
2019
Q3 | $9.52M | Sell |
122,048
-17,025
| -12% | -$1.36M | 0.55% | 54 |
|
|
2019
Q2 | $11.8M | Buy |
139,073
+104,123
| +298% | +$8.96M | 0.71% | 44 |
|
|
2019
Q1 | $3.12M | Buy |
34,950
+8,148
| +30% | +$707K | 0.2% | 106 |
|
|
2018
Q4 | $2.07M | Buy |
26,802
+17,815
| +198% | +$1.63M | 0.14% | 142 |
|
|
2018
Q3 | $945K | Buy |
8,987
+5,445
| +154% | +$565K | 0.05% | 247 |
|
|
2018
Q2 | $372K | Buy |
3,542
+650
| +22% | +$66.5K | 0.02% | 403 |
|
|
2018
Q1 | $267K | Buy |
+2,892
| New | +$280K | 0.02% | 454 |
|
|
2014
Q2 | – | Sell |
-2,025
| Closed | -$260K | – | 495 |
|
|
2014
Q1 | $260K | Buy |
+2,025
| New | +$250K | 0.03% | 395 |
|
Other funds holding VDE
BCMIO
KCM Investment Advisors's VDE Position: Q1 2026 in Review
KCM Investment Advisors reduced its Vanguard Energy ETF (VDE) stake by 6.1% in Q1 2026, selling an estimated $488K and leaving 49,768 shares worth $8.61M. The position accounts for 0.29% of the portfolio, ranked #69.
KCM Investment Advisors first reported a position in VDE in Q1 2014 and has held it in 34 quarters since. The position peaked at $11.8M in Q2 2019. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.
- KCM Investment Advisors held 49,768 shares of Vanguard Energy ETF worth $8.61M as of Q1 2026.
- KCM Investment Advisors sold 3,228 Vanguard Energy ETF shares in Q1 2026, an estimated $488K.
- Vanguard Energy ETF made up 0.29% of KCM Investment Advisors's portfolio in Q1 2026, its #69 holding.
- KCM Investment Advisors first reported a position in Vanguard Energy ETF in Q1 2014 and has held it in 34 quarters since.
- KCM Investment Advisors's Vanguard Energy ETF position peaked at $11.8M in Q2 2019.
- 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.
Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.