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 Q2	–	Sell	-23,999	Closed	-$4.15M	–	29
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avos Capital Management's VDE Position: Q2 2026 in Review

Avos Capital Management sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 23,999 shares — an estimated $4.15M sold.

Avos Capital Management first reported a position in VDE in Q4 2024 and held it in 6 quarters. The position peaked at $4.15M in Q1 2026. 762 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Avos Capital Management reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
Avos Capital Management sold 23,999 Vanguard Energy ETF shares in Q2 2026, an estimated $4.15M.
Avos Capital Management first reported a position in Vanguard Energy ETF in Q4 2024 and held it in 6 quarters.
Avos Capital Management's Vanguard Energy ETF position peaked at $4.15M in Q1 2026.
762 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Avos Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.