Y-Intercept (HK)’s Vanguard Energy ETF VDE Stock Holding History

Y-Intercept (HK)’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
2026 Q3	$2.45M	Buy	14,220 +8,205	+136%	+$1.4M	0.05%	525
2026 Q2	$903K	Buy	+6,015	New	+$974K	0.02%	1091
2025 Q4	–	Sell	-15,716	Closed	-$1.98M	–	2012
2025 Q3	$1.98M	Buy	+15,716	New	+$1.93M	0.05%	613
2025 Q2	–	Sell	-8,437	Closed	-$1.09M	–	2045
2025 Q1	$1.09M	Buy	+8,437	New	+$1.07M	0.07%	373
2024 Q2	–	Sell	-28,991	Closed	-$3.82M	–	1952
2024 Q1	$3.82M	Buy	28,991 +27,280	+1,594%	+$3.27M	0.29%	60
2023 Q4	$201K	Buy	1,711 +8	+0.5%	+$959	0.02%	1008
2023 Q3	$216K	Sell	1,703 -1,698	-50%	-$208K	0.02%	892
2023 Q2	$384K	Buy	+3,401	New	+$383K	0.04%	679
2022 Q3	–	Sell	-4,673	Closed	-$465K	–	1288
2022 Q2	$465K	Buy	+4,673	New	+$523K	0.06%	450

Other funds holding VDE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Allen Wealth Management Boone, North Carolina $205M AUM 25.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Y-Intercept (HK)'s VDE Position: Q3 2026 in Review

Y-Intercept (HK) increased its Vanguard Energy ETF (VDE) stake by 136% in Q3 2026, buying an estimated $1.4M and bringing the position to 14,220 shares worth $2.45M. The position accounts for 0.05% of the portfolio, ranked #525.

Y-Intercept (HK) first reported a position in VDE in Q2 2022 and has held it in 9 quarters since. The position peaked at $3.82M in Q1 2024. 475 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

Y-Intercept (HK) held 14,220 shares of Vanguard Energy ETF worth $2.45M as of Q3 2026.
Y-Intercept (HK) bought 8,205 Vanguard Energy ETF shares in Q3 2026, an estimated $1.4M.
Vanguard Energy ETF made up 0.05% of Y-Intercept (HK)'s portfolio in Q3 2026, its #525 holding.
Y-Intercept (HK) first reported a position in Vanguard Energy ETF in Q2 2022 and has held it in 9 quarters since.
Y-Intercept (HK)'s Vanguard Energy ETF position peaked at $3.82M in Q1 2024.
475 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.