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Capital Analysts LLC’s Vanguard Energy ETF VDE Stock Holding History

Capital Analysts LLC’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 		$559K Buy
3,230
+260
+9% +$39.3K 0.01% 430
2025
Q4 		$374K Sell
2,970
-426
-13% -$53.5K 0.01% 484
2025
Q3 		$427K Buy
3,396
+2,445
+257% +$301K 0.01% 450
2025
Q2 		$113K Buy
951
+711
+296% +$82.7K ﹤0.01% 638
2025
Q1 		$31K Hold
240
– – ﹤0.01% 890
2024
Q4 		$29K Sell
240
-17
-7% -$2.17K ﹤0.01% 862
2024
Q3 		$31K Buy
257
+17
+7% +$2.13K ﹤0.01% 820
2024
Q2 		$31K Sell
240
-150
-38% -$19.5K ﹤0.01% 792
2024
Q1 		$51K Hold
390
– – ﹤0.01% 665
2023
Q4 		$46K Sell
390
-2,580
-87% -$309K ﹤0.01% 677
2023
Q3 		$376K Sell
2,970
-1,080
-27% -$132K 0.02% 332
2023
Q2 		$457K Buy
4,050
+1,380
+52% +$155K 0.03% 301
2023
Q1 		$305K Buy
2,670
+1,100
+70% +$130K 0.02% 340
2022
Q4 		$190K Sell
1,570
-180
-10% -$21.9K 0.01% 398
2022
Q3 		$178K Hold
1,750
– – 0.01% 374
2022
Q2 		$174K Hold
1,750
– – 0.01% 359
2022
Q1 		$188K Hold
1,750
– – 0.01% 349
2021
Q4 		$136K Sell
1,750
-150
-8% -$11.9K 0.01% 397
2021
Q3 		$140K Buy
1,900
+55
+3% +$3.84K 0.01% 390
2021
Q2 		$140K Sell
1,845
-800
-30% -$58K 0.01% 389
2021
Q1 		$180K Buy
+2,645
New +$169K 0.01% 360

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
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
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 $570B AUM 27.57% 1-Year Est. Return

Capital Analysts LLC's VDE Position: Q1 2026 in Review

Capital Analysts LLC increased its Vanguard Energy ETF (VDE) stake by 8.8% in Q1 2026, buying an estimated $39.3K and bringing the position to 3,230 shares worth $559K. The position accounts for 0.01% of the portfolio, ranked #430.

Capital Analysts LLC first reported a position in VDE in Q1 2021 and has held it in 21 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Capital Analysts LLC held 3,230 shares of Vanguard Energy ETF worth $559K as of Q1 2026.
  • Capital Analysts LLC bought 260 Vanguard Energy ETF shares in Q1 2026, an estimated $39.3K.
  • Vanguard Energy ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #430 holding.
  • Capital Analysts LLC first reported a position in Vanguard Energy ETF in Q1 2021 and has held it in 21 quarters since.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.