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

Aptus Capital Advisors’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 		$161K Buy
1,074
+143
+15% +$23.2K ﹤0.01% 1164
2026
Q1 		$161K Sell
931
-1,219
-57% -$184K ﹤0.01% 1056
2025
Q4 		$271K Buy
2,150
+102
+5% +$12.8K ﹤0.01% 922
2025
Q3 		$258K Sell
2,048
-19
-0.9% -$2.34K ﹤0.01% 887
2025
Q2 		$246K Sell
2,067
-66
-3% -$7.68K ﹤0.01% 878
2025
Q1 		$277K Sell
2,133
-114
-5% -$14.4K ﹤0.01% 793
2024
Q4 		$273K Buy
2,247
+54
+2% +$6.88K ﹤0.01% 797
2024
Q3 		$269K Sell
2,193
-292
-12% -$36.5K ﹤0.01% 688
2024
Q2 		$317K Sell
2,485
-964
-28% -$125K 0.01% 611
2024
Q1 		$454K Buy
3,449
+31
+0.9% +$3.72K 0.01% 536
2023
Q4 		$401K Sell
3,418
-16,803
-83% -$2.01M 0.01% 417
2023
Q3 		$2.56M Sell
20,221
-43,880
-68% -$5.37M 0.07% 198
2023
Q2 		$7.24M Buy
64,101
+3,339
+5% +$376K 0.17% 113
2023
Q1 		$6.94M Buy
60,762
+25,144
+71% +$2.98M 0.19% 104
2022
Q4 		$4.32M Buy
35,618
+34,114
+2,268% +$4.15M 0.13% 131
2022
Q3 		$155K Sell
1,504
-1,019
-40% -$108K ﹤0.01% 462
2022
Q2 		$251K Sell
2,523
-569
-18% -$63.7K 0.01% 346
2022
Q1 		$331K Sell
3,092
-745
-19% -$71.7K 0.01% 350
2021
Q4 		$298K Buy
3,837
+40
+1% +$3.18K 0.01% 314
2021
Q3 		$283K Sell
3,797
-97
-2% -$6.76K 0.01% 316
2021
Q2 		$296K Buy
3,894
+1,057
+37% +$76.6K 0.01% 315
2021
Q1 		$193K Buy
2,837
+1,383
+95% +$88.4K 0.01% 339
2020
Q4 		$75K Sell
1,454
-1,926
-57% -$90K ﹤0.01% 348
2020
Q3 		$136K Buy
3,380
+770
+30% +$36.6K 0.01% 311
2020
Q2 		$131K Buy
+2,610
New +$129K 0.01% 276

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

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

Aptus Capital Advisors increased its Vanguard Energy ETF (VDE) stake by 15% in Q2 2026, buying an estimated $23.2K and bringing the position to 1,074 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Aptus Capital Advisors first reported a position in VDE in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.24M in Q2 2023. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Aptus Capital Advisors held 1,074 shares of Vanguard Energy ETF worth $161K as of Q2 2026.
  • Aptus Capital Advisors bought 143 Vanguard Energy ETF shares in Q2 2026, an estimated $23.2K.
  • Vanguard Energy ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1164 holding.
  • Aptus Capital Advisors first reported a position in Vanguard Energy ETF in Q2 2020 and has held it in 25 quarters since.
  • Aptus Capital Advisors's Vanguard Energy ETF position peaked at $7.24M in Q2 2023.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.