Bartlett & Co Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Bartlett & Co 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
2026 Q1	$6.94K	Hold	41	–	–	﹤0.01%	972
2025 Q4	$5.16K	Hold	41	–	–	﹤0.01%	1015
2025 Q3	$5.16K	Hold	41	–	–	﹤0.01%	1000
2025 Q2	$4.88K	Sell	41 -31	-43%	-$3.61K	﹤0.01%	1004
2025 Q1	$9.34K	Buy	72 +31	+76%	+$3.91K	﹤0.01%	921
2024 Q4	$4.97K	Hold	41	–	–	﹤0.01%	974
2024 Q3	$5.06K	Hold	41	–	–	﹤0.01%	974
2024 Q2	$5.27K	Hold	41	–	–	﹤0.01%	980
2024 Q1	$5.4K	Hold	41	–	–	﹤0.01%	966
2023 Q4	$4.83K	Hold	41	–	–	﹤0.01%	1083
2023 Q3	$5.23K	Buy	+41	New	+$5.02K	﹤0.01%	986
2021 Q2	–	Sell	-28	Closed	-$1.9K	–	1098
2021 Q1	$1.9K	Hold	28	–	–	﹤0.01%	888
2020 Q4	$1.45K	Hold	28	–	–	﹤0.01%	974
2020 Q3	$1.13K	Hold	28	–	–	﹤0.01%	807
2020 Q2	$1.41K	Buy	+28	New	+$1.38K	﹤0.01%	801

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bartlett & Co Wealth Management's VDE Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 41 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Bartlett & Co Wealth Management first reported a position in VDE in Q2 2020 and has held it in 15 quarters since. The position peaked at $9.34K in Q1 2025. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Bartlett & Co Wealth Management held 41 shares of Vanguard Energy ETF worth $6.94K as of Q1 2026.
Bartlett & Co Wealth Management left its Vanguard Energy ETF share count unchanged in Q1 2026.
Vanguard Energy ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #972 holding.
Bartlett & Co Wealth Management first reported a position in Vanguard Energy ETF in Q2 2020 and has held it in 15 quarters since.
Bartlett & Co Wealth Management's Vanguard Energy ETF position peaked at $9.34K in Q1 2025.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.