Filing Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, reduced its position in Vanguard Energy Index Fund (AMEX:VDE) during Q1 2026, according to its…
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, reduced its position in Vanguard Energy Index Fund (AMEX:VDE) during Q1 2026, according to its most recent 13F filing with the Securities and Exchange Commission.
The firm sold 49,327 shares of the Financial Services company, reducing its total holdings to 161,826 shares valued at approximately $28.0M as of the filing date. This represents a 23.4% decrease in the position.
Vanguard Energy Index Fund's stock currently trades at $150.62 with a market capitalization of $8.9B.
Institutional selling doesn't always signal a bearish outlook. Large funds regularly trim positions for portfolio rebalancing, client redemptions, or to lock in gains. That said, when a major holder like CAMBRIDGE ASSOCIATES LLC /MA/ /ADV reduces exposure to Vanguard Energy Index Fund, it's worth monitoring whether other institutions are making similar moves.
Financial sector holdings are closely tied to interest rate expectations and economic outlook. Institutional moves in Vanguard Energy Index Fund may reflect broader views on credit conditions and banking sector profitability.
Investors should note that 13F filings reflect holdings as of the end of the reporting quarter and are filed up to 45 days later. The position may have changed since the filing date. 13F data is most useful when analyzed alongside other signals such as insider transactions, analyst ratings, and fundamental trends.
Related Tools: Insider Trades Tracker | View VDE Stock Page
A 13F filing is a quarterly SEC report required for institutional managers with over $100 million in assets. It discloses equity holdings, providing transparency into how firms like CAMBRIDGE ASSOCIATES LLC /MA/ /ADV position their portfolios.
View all institutional holders on our VDE institutional ownership page.
Current market data
AMEX · VDE
$176.56
Up: +$0.82 · +0.47%
Live quote updated
Keep reading
dividends ·
