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AWM Capital’s Vanguard Energy ETF VDE Stock Holding History

AWM Capital’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
-1,867
Closed -$222K – 107
2025
Q2 		$222K Hold
1,867
– – 0.02% 94
2025
Q1 		$242K Buy
+1,867
New +$236K 0.03% 96

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

AWM Capital's VDE Position: Q3 2025 in Review

AWM Capital sold out of Vanguard Energy ETF (VDE) in Q3 2025, closing a stake of 1,867 shares — an estimated $222K sold.

AWM Capital first reported a position in VDE in Q1 2025 and held it in 2 quarters. The position peaked at $242K in Q1 2025. 636 funds tracked by Wall St. Rank hold VDE as of Q3 2025.

  • AWM Capital reported no remaining Vanguard Energy ETF position as of Q3 2025 after selling out during the quarter.
  • AWM Capital sold 1,867 Vanguard Energy ETF shares in Q3 2025, an estimated $222K.
  • AWM Capital first reported a position in Vanguard Energy ETF in Q1 2025 and held it in 2 quarters.
  • AWM Capital's Vanguard Energy ETF position peaked at $242K in Q1 2025.
  • 636 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2025.

Based on AWM Capital's 13F filing for Q3 2025, filed 29 Oct 2025.