Pitcairn’s Vanguard Energy ETF VDE Stock Holding History

Pitcairn’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	-3,500	Closed	-$429K	–	738
2024 Q3	$429K	Buy	+3,500	New	+$438K	0.03%	485

Other funds holding VDE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pitcairn's VDE Position: Q4 2024 in Review

Pitcairn sold out of Vanguard Energy ETF (VDE) in Q4 2024, closing a stake of 3,500 shares — an estimated $429K sold.

Pitcairn first reported a position in VDE in Q3 2024 and held it in 1 quarter. The position peaked at $429K in Q3 2024. 692 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

Pitcairn reported no remaining Vanguard Energy ETF position as of Q4 2024 after selling out during the quarter.
Pitcairn sold 3,500 Vanguard Energy ETF shares in Q4 2024, an estimated $429K.
Pitcairn first reported a position in Vanguard Energy ETF in Q3 2024 and held it in 1 quarter.
Pitcairn's Vanguard Energy ETF position peaked at $429K in Q3 2024.
692 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

Based on Pitcairn's 13F filing for Q4 2024, filed 12 Feb 2025.