Pinnacle Associates’s Vanguard Energy ETF VDE Stock Holding History

Pinnacle Associates’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	-1,857	Closed	-$218K	–	893
2024 Q3	$218K	Buy	+1,857	New	+$232K	﹤0.01%	749
2024 Q2	–	Sell	-1,734	Closed	-$228K	–	847
2024 Q1	$228K	Sell	1,734 -123	-7%	-$14.7K	﹤0.01%	766
2023 Q4	$218K	Sell	1,857 -88	-5%	-$10.5K	﹤0.01%	761
2023 Q3	$247K	Sell	1,945 -233	-11%	-$28.5K	﹤0.01%	713
2023 Q2	$246K	Buy	2,178 +256	+13%	+$28.8K	﹤0.01%	731
2023 Q1	$220K	Sell	1,922 -418	-18%	-$49.6K	﹤0.01%	708
2022 Q4	$284K	Buy	+2,340	New	+$285K	0.01%	627
2022 Q3	–	Sell	-2,294	Closed	-$228K	–	770
2022 Q2	$228K	Sell	2,294 -135	-6%	-$15.1K	0.01%	676
2022 Q1	$260K	Buy	+2,429	New	+$234K	﹤0.01%	701

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

Pinnacle Associates's VDE Position: Q4 2024 in Review

Pinnacle Associates sold out of Vanguard Energy ETF (VDE) in Q4 2024, closing a stake of 1,857 shares — an estimated $218K sold.

Pinnacle Associates first reported a position in VDE in Q1 2022 and held it in 9 quarters. The position peaked at $284K in Q4 2022. 693 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

Pinnacle Associates reported no remaining Vanguard Energy ETF position as of Q4 2024 after selling out during the quarter.
Pinnacle Associates sold 1,857 Vanguard Energy ETF shares in Q4 2024, an estimated $218K.
Pinnacle Associates first reported a position in Vanguard Energy ETF in Q1 2022 and held it in 9 quarters.
Pinnacle Associates's Vanguard Energy ETF position peaked at $284K in Q4 2022.
693 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

Based on Pinnacle Associates's 13F filing for Q4 2024, filed 14 Feb 2025.