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SMI Advisory Services’s Vanguard Energy ETF VDE Stock Holding History

SMI Advisory Services’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
Q1 		– Sell
-6,093
Closed -$778K – 63
2024
Q4 		$778K Sell
6,093
-10,510
-63% -$1.34M 0.18% 33
2024
Q3 		$2.16M Buy
16,603
+23
+0.1% +$2.88K 0.48% 26
2024
Q2 		$2.06M Sell
16,580
-4,153
-20% -$541K 0.51% 29
2024
Q1 		$2.82M Buy
+20,733
New +$2.49M 0.79% 39

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

SMI Advisory Services's VDE Position: Q1 2025 in Review

SMI Advisory Services sold out of Vanguard Energy ETF (VDE) in Q1 2025, closing a stake of 6,093 shares — an estimated $778K sold.

SMI Advisory Services first reported a position in VDE in Q1 2024 and held it in 4 quarters. The position peaked at $2.82M in Q1 2024. 695 funds tracked by Wall St. Rank hold VDE as of Q1 2025.

  • SMI Advisory Services reported no remaining Vanguard Energy ETF position as of Q1 2025 after selling out during the quarter.
  • SMI Advisory Services sold 6,093 Vanguard Energy ETF shares in Q1 2025, an estimated $778K.
  • SMI Advisory Services first reported a position in Vanguard Energy ETF in Q1 2024 and held it in 4 quarters.
  • SMI Advisory Services's Vanguard Energy ETF position peaked at $2.82M in Q1 2024.
  • 695 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2025.

Based on SMI Advisory Services's 13F filing for Q1 2025, filed 10 Apr 2025.