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Arlington Trust’s Vanguard Energy ETF VDE Stock Holding History

Arlington 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
2025
Q4 		– Sell
-1,150
Closed -$145K – 625
2025
Q3 		$145K Hold
1,150
– – 0.03% 223
2025
Q2 		$137K Hold
1,150
– – 0.03% 221
2025
Q1 		$149K Hold
1,150
– – 0.03% 207
2024
Q4 		$140K Hold
1,150
– – 0.03% 222
2024
Q3 		$141K Hold
1,150
– – 0.03% 212
2024
Q2 		$147K Hold
1,150
– – 0.03% 191
2024
Q1 		$151K Hold
1,150
– – 0.04% 167
2023
Q4 		$135K Buy
+1,150
New +$138K 0.04% 180

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arlington Trust's VDE Position: Q4 2025 in Review

Arlington Trust sold out of Vanguard Energy ETF (VDE) in Q4 2025, closing a stake of 1,150 shares — an estimated $145K sold.

Arlington Trust first reported a position in VDE in Q4 2023 and held it in 8 quarters. The position peaked at $151K in Q1 2024. 666 funds tracked by Wall St. Rank hold VDE as of Q4 2025.

  • Arlington Trust reported no remaining Vanguard Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Arlington Trust sold 1,150 Vanguard Energy ETF shares in Q4 2025, an estimated $145K.
  • Arlington Trust first reported a position in Vanguard Energy ETF in Q4 2023 and held it in 8 quarters.
  • Arlington Trust's Vanguard Energy ETF position peaked at $151K in Q1 2024.
  • 666 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2025.

Based on Arlington Trust's 13F filing for Q4 2025, filed 30 Jan 2026.