Matthew Hamilton Rosenberg’s Vanguard Energy ETF VDE Stock Holding History

Matthew Hamilton Rosenberg’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 Q2	–	Sell	-1,779	Closed	-$231K	–	860
2025 Q1	$231K	Hold	1,779	–	–	0.06%	169
2024 Q4	$216K	Hold	1,779	–	–	0.06%	172
2024 Q3	$218K	Sell	1,779 -68	-4%	-$8.51K	0.06%	181
2024 Q2	$236K	Buy	1,847 +347	+23%	+$45.2K	0.07%	158
2024 Q1	$199K	Hold	1,500	–	–	0.06%	187
2023 Q4	$176K	Hold	1,500	–	–	0.05%	203
2023 Q3	$190K	Hold	1,500	–	–	0.06%	168
2023 Q2	$169K	Hold	1,500	–	–	0.06%	203
2023 Q1	$171K	Hold	1,500	–	–	0.06%	210
2022 Q4	$182K	Hold	1,500	–	–	0.06%	191
2022 Q3	$152K	Hold	1,500	–	–	0.06%	205
2022 Q2	$151K	Hold	1,500	–	–	0.06%	212
2022 Q1	$161K	Hold	1,500	–	–	0.06%	230
2021 Q4	$116K	Buy	+1,500	New	+$119K	0.04%	270

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

BCMIO

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

Matthew Hamilton Rosenberg's VDE Position: Q2 2025 in Review

Matthew Hamilton Rosenberg sold out of Vanguard Energy ETF (VDE) in Q2 2025, closing a stake of 1,779 shares — an estimated $231K sold.

Matthew Hamilton Rosenberg first reported a position in VDE in Q4 2021 and held it in 14 quarters. The position peaked at $236K in Q2 2024. 648 funds tracked by Wall St. Rank hold VDE as of Q2 2025.

Matthew Hamilton Rosenberg reported no remaining Vanguard Energy ETF position as of Q2 2025 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 1,779 Vanguard Energy ETF shares in Q2 2025, an estimated $231K.
Matthew Hamilton Rosenberg first reported a position in Vanguard Energy ETF in Q4 2021 and held it in 14 quarters.
Matthew Hamilton Rosenberg's Vanguard Energy ETF position peaked at $236K in Q2 2024.
648 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2025, filed 28 Jul 2025.