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American Trust’s Vanguard Energy ETF VDE Stock Holding History

American Trust’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 		$408K Buy
+2,357
New +$357K 0.04% 182
2025
Q1 		– Sell
-2,732
Closed -$331K – 293
2024
Q4 		$331K Buy
+2,732
New +$348K 0.03% 215

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

American Trust's VDE Position: Q1 2026 in Review

American Trust opened a new position in Vanguard Energy ETF (VDE) in Q1 2026: 2,357 shares worth $408K. The stake represents 0.04% of the portfolio and ranks #182 among its holdings. This is a return to the name: American Trust previously reported a position in VDE as recently as Q4 2024.

American Trust first reported a position in VDE in Q4 2024 and has held it in 2 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • American Trust held 2,357 shares of Vanguard Energy ETF worth $408K as of Q1 2026.
  • Vanguard Energy ETF was a new American Trust position in Q1 2026.
  • Vanguard Energy ETF made up 0.04% of American Trust's portfolio in Q1 2026, its #182 holding.
  • American Trust first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 2 quarters since.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.