AWM
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AE Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

AE Wealth 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
Q1 		$3.15M Buy
18,189
+8,454
+87% +$1.28M 0.02% 521
2025
Q4 		$1.23M Buy
9,735
+12
+0.1% +$1.51K 0.01% 742
2025
Q3 		$1.22M Buy
9,723
+423
+5% +$52.1K 0.01% 702
2025
Q2 		$1.11M Sell
9,300
-866
-9% -$101K 0.01% 697
2025
Q1 		$1.32M Sell
10,166
-17,987
-64% -$2.27M 0.01% 647
2024
Q4 		$3.42M Buy
28,153
+20,778
+282% +$2.65M 0.03% 420
2024
Q3 		$903K Sell
7,375
-573
-7% -$71.7K 0.01% 716
2024
Q2 		$1.01M Buy
7,948
+202
+3% +$26.3K 0.01% 698
2024
Q1 		$1.02M Sell
7,746
-18,893
-71% -$2.26M 0.01% 645
2023
Q4 		$3.13M Sell
26,639
-89,568
-77% -$10.7M 0.02% 749
2023
Q3 		$14.7M Buy
116,207
+102,007
+718% +$12.5M 0.09% 276
2023
Q2 		$1.6M Sell
14,200
-13,619
-49% -$1.53M 0.01% 909
2023
Q1 		$3.18M Sell
27,819
-1,515
-5% -$180K 0.02% 641
2022
Q4 		$3.56M Sell
29,334
-1,135
-4% -$138K 0.03% 561
2022
Q3 		$3.1M Buy
30,469
+5,828
+24% +$620K 0.02% 561
2022
Q2 		$2.45M Sell
24,641
-2,564
-9% -$287K 0.02% 604
2022
Q1 		$2.91M Buy
27,205
+2,167
+9% +$209K 0.02% 596
2021
Q4 		$1.94M Buy
25,038
+178
+0.7% +$14.2K 0.01% 707
2021
Q3 		$1.84M Sell
24,860
-10,368
-29% -$723K 0.02% 673
2021
Q2 		$2.67M Sell
35,228
-9,744
-22% -$706K 0.02% 550
2021
Q1 		$3.06M Sell
44,972
-3,708
-8% -$237K 0.03% 451
2020
Q4 		$2.52M Sell
48,680
-3,182
-6% -$149K 0.03% 433
2020
Q3 		$2.09M Buy
51,862
+4,248
+9% +$202K 0.03% 406
2020
Q2 		$2.4M Buy
47,614
+2,399
+5% +$118K 0.04% 359
2020
Q1 		$1.73M Buy
45,215
+41,672
+1,176% +$2.64M 0.04% 338
2019
Q4 		$289K Sell
3,543
-226
-6% -$17.6K 0.01% 915
2019
Q3 		$294K Sell
3,769
-462
-11% -$37K 0.01% 792
2019
Q2 		$360K Sell
4,231
-185
-4% -$15.9K 0.01% 688
2019
Q1 		$395K Buy
4,416
+126
+3% +$10.9K 0.03% 397
2018
Q4 		$331K Sell
4,290
-1,993
-32% -$182K 0.06% 326
2018
Q3 		$660K Sell
6,283
-1,430
-19% -$148K 0.04% 275
2018
Q2 		$811K Buy
7,713
+1,501
+24% +$154K 0.06% 194
2018
Q1 		$574K Sell
6,212
-1,811
-23% -$175K 0.04% 237
2017
Q4 		$794K Buy
8,023
+637
+9% +$59.9K 0.07% 191
2017
Q3 		$691K Sell
7,386
-1,478
-17% -$131K 0.06% 199
2017
Q2 		$784K Buy
8,864
+2,067
+30% +$191K 0.09% 180
2017
Q1 		$657K Buy
6,797
+846
+14% +$84.6K 0.12% 148
2016
Q4 		$623K Buy
+5,951
New +$595K 0.25% 102

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AE Wealth Management's VDE Position: Q1 2026 in Review

AE Wealth Management increased its Vanguard Energy ETF (VDE) stake by 87% in Q1 2026, buying an estimated $1.28M and bringing the position to 18,189 shares worth $3.15M. The position accounts for 0.02% of the portfolio, ranked #521.

AE Wealth Management first reported a position in VDE in Q4 2016 and has held it in 38 quarters since. The position peaked at $14.7M in Q3 2023. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • AE Wealth Management held 18,189 shares of Vanguard Energy ETF worth $3.15M as of Q1 2026.
  • AE Wealth Management bought 8,454 Vanguard Energy ETF shares in Q1 2026, an estimated $1.28M.
  • Vanguard Energy ETF made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #521 holding.
  • AE Wealth Management first reported a position in Vanguard Energy ETF in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Vanguard Energy ETF position peaked at $14.7M in Q3 2023.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.