Belpointe Asset Management’s Vanguard Energy ETF VDE Stock Holding History

Belpointe Asset 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	-1,317	Closed	-$228K	–	1238
2026 Q1	$228K	Buy	+1,317	New	+$199K	0.01%	961
2023 Q2	–	Sell	-1,195	Closed	-$136K	–	3274
2023 Q1	$136K	Sell	1,195 -3,495	-75%	-$414K	0.01%	1134
2022 Q4	$569K	Sell	4,690 -958	-17%	-$117K	0.03%	480
2022 Q3	$574K	Buy	5,648 +3,333	+144%	+$355K	0.04%	453
2022 Q2	$230K	Buy	2,315 +382	+20%	+$42.7K	0.02%	773
2022 Q1	$208K	Sell	1,933 -314	-14%	-$30.2K	0.01%	888
2021 Q4	$175K	Sell	2,247 -540	-19%	-$43K	0.01%	948
2021 Q3	$206K	Buy	2,787 +34	+1%	+$2.37K	0.01%	846
2021 Q2	$210K	Sell	2,753 -1,071	-28%	-$77.6K	0.02%	820
2021 Q1	$261K	Buy	3,824 +13	+0.3%	+$831	0.02%	647
2020 Q4	$197K	Sell	3,811 -325	-8%	-$15.2K	0.02%	696
2020 Q3	$167K	Buy	4,136 +194	+5%	+$9.23K	0.02%	606
2020 Q2	$198K	Buy	+3,942	New	+$194K	0.03%	528
2018 Q4	–	Sell	-1,858	Closed	-$195K	–	636
2018 Q3	$195K	Buy	+1,858	New	+$193K	0.03%	458
2018 Q1	–	Sell	-2,793	Closed	-$276K	–	484
2017 Q4	$276K	Buy	+2,793	New	+$263K	0.06%	357

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

Belpointe Asset Management's VDE Position: Q2 2026 in Review

Belpointe Asset Management sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 1,317 shares — an estimated $228K sold.

Belpointe Asset Management first reported a position in VDE in Q4 2017 and held it in 15 quarters. The position peaked at $574K in Q3 2022. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Belpointe Asset Management reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
Belpointe Asset Management sold 1,317 Vanguard Energy ETF shares in Q2 2026, an estimated $228K.
Belpointe Asset Management first reported a position in Vanguard Energy ETF in Q4 2017 and held it in 15 quarters.
Belpointe Asset Management's Vanguard Energy ETF position peaked at $574K in Q3 2022.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.