Caldwell Sutter Capital’s Vanguard Energy ETF VDE Stock Holding History

Caldwell Sutter 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
2026 Q1	$719K	Sell	4,156 -20	-0.5%	-$3.02K	0.29%	88
2025 Q4	$526K	Sell	4,176 -134	-3%	-$16.8K	0.22%	112
2025 Q3	$542K	Hold	4,310	–	–	0.23%	110
2025 Q2	$513K	Sell	4,310 -310	-7%	-$36.1K	0.24%	111
2025 Q1	$599K	Sell	4,620 -380	-8%	-$48K	0.29%	97
2024 Q4	$607K	Hold	5,000	–	–	0.28%	98
2024 Q3	$612K	Hold	5,000	–	–	0.29%	95
2024 Q2	$638K	Sell	5,000 -237	-5%	-$30.9K	0.32%	89
2024 Q1	$690K	Hold	5,237	–	–	0.33%	84
2023 Q4	$614K	Buy	5,237 +335	+7%	+$40.2K	0.31%	91
2023 Q3	$621K	Sell	4,902 -500	-9%	-$61.2K	0.34%	80
2023 Q2	$610K	Buy	5,402 +17	+0.3%	+$1.91K	0.32%	81
2023 Q1	$615K	Hold	5,385	–	–	0.45%	56
2022 Q4	$653K	Buy	+5,385	New	+$656K	0.58%	51

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

Caldwell Sutter Capital's VDE Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its Vanguard Energy ETF (VDE) stake by 0.48% in Q1 2026, selling an estimated $3.02K and leaving 4,156 shares worth $719K. The position accounts for 0.29% of the portfolio, ranked #88.

Caldwell Sutter Capital first reported a position in VDE in Q4 2022 and has held it in 14 quarters since. 773 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Caldwell Sutter Capital held 4,156 shares of Vanguard Energy ETF worth $719K as of Q1 2026.
Caldwell Sutter Capital sold 20 Vanguard Energy ETF shares in Q1 2026, an estimated $3.02K.
Vanguard Energy ETF made up 0.29% of Caldwell Sutter Capital's portfolio in Q1 2026, its #88 holding.
Caldwell Sutter Capital first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 14 quarters since.
773 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.