Boyd Watterson Asset Management’s Vanguard Energy ETF VDE Stock Holding History

Boyd Watterson 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 Q1	$5.36K	Hold	31	–	–	﹤0.01%	310
2025 Q4	$3.9K	Hold	31	–	–	﹤0.01%	332
2025 Q3	$3.9K	Hold	31	–	–	﹤0.01%	339
2025 Q2	$3.69K	Hold	31	–	–	﹤0.01%	346
2025 Q1	$4.02K	Hold	31	–	–	﹤0.01%	345
2024 Q4	$3.76K	Sell	31 -1	-3%	-$127	﹤0.01%	357
2024 Q3	$3.92K	Hold	32	–	–	﹤0.01%	356
2024 Q2	$4.08K	Hold	32	–	–	﹤0.01%	353
2024 Q1	$4.21K	Hold	32	–	–	﹤0.01%	346
2023 Q4	$3.75K	Hold	32	–	–	﹤0.01%	347
2023 Q3	$4.06K	Hold	32	–	–	﹤0.01%	338
2023 Q2	$3.61K	Hold	32	–	–	﹤0.01%	346
2023 Q1	$3.65K	Hold	32	–	–	﹤0.01%	344
2022 Q4	$3.88K	Buy	+32	New	+$3.9K	﹤0.01%	346

Other funds holding VDE

Bank of America

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 $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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 $528B AUM 27.57% 1-Year Est. Return