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Aveo Capital Partners’s Vanguard Energy ETF VDE Stock Holding History

Aveo Capital Partners’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
Q2 		– Sell
-7,236
Closed -$814K – 151
2025
Q1 		$814K Sell
7,236
-568
-7% -$71.7K 0.14% 84
2024
Q4 		$947K Sell
7,804
-63
-0.8% -$8.02K 0.1% 138
2024
Q3 		$963K Sell
7,867
-132
-2% -$16.5K 0.1% 141
2024
Q2 		$1.02M Buy
7,999
+143
+2% +$18.6K 0.12% 126
2024
Q1 		$1.01M Sell
7,856
-646
-8% -$77.4K 0.11% 141
2023
Q4 		$997K Sell
8,502
-496
-6% -$59.5K 0.12% 131
2023
Q3 		$1.14M Hold
8,998
– – 0.15% 117
2023
Q2 		$1.02M Buy
8,998
+1,912
+27% +$215K 0.13% 128
2023
Q1 		$809K Sell
7,086
-391
-5% -$46.4K 0.11% 137
2022
Q4 		$907K Hold
7,477
– – 0.14% 120
2022
Q3 		$760K Sell
7,477
-3,323
-31% -$353K 0.13% 121
2022
Q2 		$1.07M Sell
10,800
-1,304
-11% -$146K 0.18% 111
2022
Q1 		$1.3M Buy
12,104
+1,344
+12% +$129K 0.23% 90
2021
Q4 		$835K Buy
10,760
+117
+1% +$9.31K 0.15% 126
2021
Q3 		$787K Buy
10,643
+2,562
+32% +$179K 0.16% 115
2021
Q2 		$613K Buy
8,081
+1,695
+27% +$123K 0.14% 141
2021
Q1 		$434K Buy
+6,386
New +$408K 0.11% 154

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

Aveo Capital Partners's VDE Position: Q2 2025 in Review

Aveo Capital Partners sold out of Vanguard Energy ETF (VDE) in Q2 2025, closing a stake of 7,236 shares — an estimated $814K sold.

Aveo Capital Partners first reported a position in VDE in Q1 2021 and held it in 17 quarters. The position peaked at $1.3M in Q1 2022. 648 funds tracked by Wall St. Rank hold VDE as of Q2 2025.

  • Aveo Capital Partners reported no remaining Vanguard Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 7,236 Vanguard Energy ETF shares in Q2 2025, an estimated $814K.
  • Aveo Capital Partners first reported a position in Vanguard Energy ETF in Q1 2021 and held it in 17 quarters.
  • Aveo Capital Partners's Vanguard Energy ETF position peaked at $1.3M in Q1 2022.
  • 648 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.