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Atticus Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Atticus 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
2025
Q3 		– Sell
-566
Closed -$67.4K – 620
2025
Q2 		$67.4K Sell
566
-5,707
-91% -$664K 0.02% 283
2025
Q1 		$814K Sell
6,273
-304
-5% -$38.4K 0.27% 53
2024
Q4 		$798K Sell
6,577
-716
-10% -$91.2K 0.25% 49
2024
Q3 		$893K Buy
7,293
+149
+2% +$18.6K 0.29% 47
2024
Q2 		$911K Sell
7,144
-106
-1% -$13.8K 0.3% 44
2024
Q1 		$955K Sell
7,250
-270
-4% -$32.4K 0.31% 47
2023
Q4 		$882K Sell
7,520
-744
-9% -$89.2K 0.31% 45
2023
Q3 		$1.05M Buy
8,264
+102
+1% +$12.5K 0.4% 35
2023
Q2 		$921K Hold
8,162
– – 0.34% 40
2023
Q1 		$932K Sell
8,162
-228
-3% -$27K 0.36% 42
2022
Q4 		$1.02M Buy
8,390
+2,261
+37% +$275K 0.42% 44
2022
Q3 		$610K Hold
6,129
– – 0.29% 48
2022
Q2 		$610K Buy
6,129
+901
+17% +$101K 0.25% 60
2022
Q1 		$560K Buy
5,228
+2,824
+117% +$272K 0.2% 77
2021
Q4 		$187K Buy
+2,404
New +$191K 0.07% 126
2021
Q3 		– Sell
-454
Closed -$34K – 455
2021
Q2 		$34K Buy
+454
New +$32.9K 0.01% 260
2020
Q2 		– Sell
-765
Closed -$29K – 326
2020
Q1 		$29K Buy
765
+13
+2% +$825 0.02% 188
2019
Q4 		$61K Buy
+752
New +$58.5K 0.04% 166

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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
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

Atticus Wealth Management's VDE Position: Q3 2025 in Review

Atticus Wealth Management sold out of Vanguard Energy ETF (VDE) in Q3 2025, closing a stake of 566 shares — an estimated $67.4K sold.

Atticus Wealth Management first reported a position in VDE in Q4 2019 and held it in 18 quarters. The position peaked at $1.05M in Q3 2023. 636 funds tracked by Wall St. Rank hold VDE as of Q3 2025.

  • Atticus Wealth Management reported no remaining Vanguard Energy ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 566 Vanguard Energy ETF shares in Q3 2025, an estimated $67.4K.
  • Atticus Wealth Management first reported a position in Vanguard Energy ETF in Q4 2019 and held it in 18 quarters.
  • Atticus Wealth Management's Vanguard Energy ETF position peaked at $1.05M in Q3 2023.
  • 636 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.