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Advisors Capital Management’s Vanguard Energy ETF VDE Stock Holding History

Advisors Capital Management’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
Q2 		$958K Sell
6,379
-477
-7% -$77.3K 0.01% 349
2026
Q1 		$1.19M Buy
6,856
+689
+11% +$104K 0.01% 305
2025
Q4 		$777K Buy
6,167
+144
+2% +$18.1K 0.01% 339
2025
Q3 		$758K Sell
6,023
-57
-0.9% -$7.02K 0.01% 337
2025
Q2 		$724K Buy
6,080
+3
+0% +$349 0.01% 324
2025
Q1 		$788K Buy
6,077
+173
+3% +$21.8K 0.01% 310
2024
Q4 		$716K Buy
5,904
+279
+5% +$35.5K 0.01% 332
2024
Q3 		$689K Buy
5,625
+198
+4% +$24.8K 0.01% 330
2024
Q2 		$692K Buy
5,427
+389
+8% +$50.6K 0.01% 323
2024
Q1 		$664K Sell
5,038
-189
-4% -$22.7K 0.01% 324
2023
Q4 		$613K Buy
5,227
+190
+4% +$22.8K 0.01% 328
2023
Q3 		$638K Buy
5,037
+760
+18% +$93K 0.02% 283
2023
Q2 		$483K Buy
4,277
+313
+8% +$35.2K 0.01% 320
2023
Q1 		$453K Sell
3,964
-276
-7% -$32.7K 0.01% 314
2022
Q4 		$514K Sell
4,240
-158
-4% -$19.2K 0.01% 307
2022
Q3 		$573K Sell
4,398
-793
-15% -$84.3K 0.02% 305
2022
Q2 		$516K Buy
5,191
+24
+0.5% +$2.69K 0.02% 296
2022
Q1 		$553K Buy
5,167
+92
+2% +$8.86K 0.02% 302
2021
Q4 		$394K Buy
5,075
+98
+2% +$7.79K 0.01% 338
2021
Q3 		$368K Buy
4,977
+340
+7% +$23.7K 0.01% 329
2021
Q2 		$352K Buy
4,637
+621
+15% +$45K 0.01% 314
2021
Q1 		$273K Buy
+4,016
New +$257K 0.01% 327
2020
Q1 		– Sell
-3,738
Closed -$305K – 331
2019
Q4 		$305K Buy
3,738
+223
+6% +$17.4K 0.01% 292
2019
Q3 		$274K Buy
3,515
+69
+2% +$5.52K 0.01% 268
2019
Q2 		$293K Buy
3,446
+183
+6% +$15.8K 0.02% 247
2019
Q1 		$296K Buy
3,263
+52
+2% +$4.51K 0.02% 240
2018
Q4 		$248K Buy
3,211
+245
+8% +$22.4K 0.02% 251
2018
Q3 		$312K Buy
2,966
+118
+4% +$12.2K 0.02% 196
2018
Q2 		$299K Buy
2,848
+10
+0.4% +$1.02K 0.02% 193
2018
Q1 		$262K Buy
+2,838
New +$275K 0.02% 182

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisors Capital Management's VDE Position: Q2 2026 in Review

Advisors Capital Management reduced its Vanguard Energy ETF (VDE) stake by 7% in Q2 2026, selling an estimated $77.3K and leaving 6,379 shares worth $958K. The position accounts for 0.01% of the portfolio, ranked #349.

Advisors Capital Management first reported a position in VDE in Q1 2018 and has held it in 30 quarters since. The position peaked at $1.19M in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Advisors Capital Management held 6,379 shares of Vanguard Energy ETF worth $958K as of Q2 2026.
  • Advisors Capital Management sold 477 Vanguard Energy ETF shares in Q2 2026, an estimated $77.3K.
  • Vanguard Energy ETF made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #349 holding.
  • Advisors Capital Management first reported a position in Vanguard Energy ETF in Q1 2018 and has held it in 30 quarters since.
  • Advisors Capital Management's Vanguard Energy ETF position peaked at $1.19M in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.