RiverFront Investment Group’s Vanguard Energy ETF VDE Stock Holding History

RiverFront Investment Group’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	-5,011	Closed	-$650K	–	328
2025 Q1	$650K	Buy	5,011 +1,785	+55%	+$225K	0.01%	168
2024 Q4	$391K	Sell	3,226 -3,590	-53%	-$457K	0.01%	185
2024 Q3	$835K	Buy	+6,816	New	+$853K	0.02%	118

Other funds holding VDE

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

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

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RiverFront Investment Group's VDE Position: Q2 2025 in Review

RiverFront Investment Group sold out of Vanguard Energy ETF (VDE) in Q2 2025, closing a stake of 5,011 shares — an estimated $650K sold.

RiverFront Investment Group first reported a position in VDE in Q3 2024 and held it in 3 quarters. The position peaked at $835K in Q3 2024. 647 funds tracked by Wall St. Rank hold VDE as of Q2 2025.

RiverFront Investment Group reported no remaining Vanguard Energy ETF position as of Q2 2025 after selling out during the quarter.
RiverFront Investment Group sold 5,011 Vanguard Energy ETF shares in Q2 2025, an estimated $650K.
RiverFront Investment Group first reported a position in Vanguard Energy ETF in Q3 2024 and held it in 3 quarters.
RiverFront Investment Group's Vanguard Energy ETF position peaked at $835K in Q3 2024.
647 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2025.

Based on RiverFront Investment Group's 13F filing for Q2 2025, filed 12 Aug 2025.