SJS Investment Consulting’s Vanguard Energy ETF VDE Stock Holding History

SJS Investment Consulting’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 Q3	–	Sell	-290	Closed	-$34.5K	–	1696
2025 Q2	$34.5K	Hold	290	–	–	0.01%	219
2025 Q1	$37.6K	Hold	290	–	–	0.01%	223
2024 Q4	$35.2K	Sell	290 -250	-46%	-$31.8K	0.01%	217
2024 Q3	$66.1K	Hold	540	–	–	0.01%	174
2024 Q2	$68.9K	Hold	540	–	–	0.01%	150
2024 Q1	$71.1K	Sell	540 -400	-43%	-$48K	0.01%	150
2023 Q4	$110K	Hold	940	–	–	0.02%	113
2023 Q3	$119K	Sell	940 -350	-27%	-$42.9K	0.03%	101
2023 Q2	$146K	Hold	1,290	–	–	0.04%	88
2023 Q1	$147K	Sell	1,290 -50	-4%	-$5.93K	0.04%	87
2022 Q4	$163K	Hold	1,340	–	–	0.05%	85
2022 Q3	$136K	Buy	+1,340	New	+$143K	0.05%	99
2022 Q1	$239K	Buy	2,235 +1,957	+704%	+$188K	0.07%	81
2021 Q4	$22K	Buy	+278	New	+$22.1K	0.01%	265

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

SJS Investment Consulting's VDE Position: Q3 2025 in Review

SJS Investment Consulting sold out of Vanguard Energy ETF (VDE) in Q3 2025, closing a stake of 290 shares — an estimated $34.5K sold.

SJS Investment Consulting first reported a position in VDE in Q4 2021 and held it in 14 quarters. The position peaked at $239K in Q1 2022. 636 funds tracked by Wall St. Rank hold VDE as of Q3 2025.

SJS Investment Consulting reported no remaining Vanguard Energy ETF position as of Q3 2025 after selling out during the quarter.
SJS Investment Consulting sold 290 Vanguard Energy ETF shares in Q3 2025, an estimated $34.5K.
SJS Investment Consulting first reported a position in Vanguard Energy ETF in Q4 2021 and held it in 14 quarters.
SJS Investment Consulting's Vanguard Energy ETF position peaked at $239K in Q1 2022.
636 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2025.

Based on SJS Investment Consulting's 13F filing for Q3 2025, filed 21 Oct 2025.