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Avos Capital Management’s Vanguard Energy ETF VDE Stock Holding History

Avos Capital 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
2026
Q1 		$4.15M Buy
23,999
+5,781
+32% +$875K 1.64% 12
2025
Q4 		$2.29M Buy
18,218
+1,800
+11% +$226K 1% 18
2025
Q3 		$2.07M Buy
16,418
+2,100
+15% +$259K 0.96% 17
2025
Q2 		$1.71M Buy
14,318
+360
+3% +$41.9K 0.97% 17
2025
Q1 		$1.81M Sell
13,958
-6,447
-32% -$814K 1.19% 18
2024
Q4 		$2.57M Buy
+20,405
New +$2.6M 2.04% 12

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

Avos Capital Management's VDE Position: Q1 2026 in Review

Avos Capital Management increased its Vanguard Energy ETF (VDE) stake by 32% in Q1 2026, buying an estimated $875K and bringing the position to 23,999 shares worth $4.15M. The position accounts for 1.64% of the portfolio, ranked #12.

Avos Capital Management first reported a position in VDE in Q4 2024 and has held it in 6 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Avos Capital Management held 23,999 shares of Vanguard Energy ETF worth $4.15M as of Q1 2026.
  • Avos Capital Management bought 5,781 Vanguard Energy ETF shares in Q1 2026, an estimated $875K.
  • Vanguard Energy ETF made up 1.64% of Avos Capital Management's portfolio in Q1 2026, its #12 holding.
  • Avos Capital Management first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 6 quarters since.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Avos Capital Management's 13F filing for Q1 2026, filed 15 May 2026.