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Capital Insight Partners’s Vanguard Energy ETF VDE Stock Holding History

Capital Insight Partners’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 		– Sell
-3,058
Closed -$385K – 109
2025
Q4 		$385K Sell
3,058
-343
-10% -$43.1K 0.08% 110
2025
Q3 		$428K Sell
3,401
-106
-3% -$13K 0.07% 139
2025
Q2 		$418K Sell
3,507
-670
-16% -$78K 0.07% 138
2025
Q1 		$542K Hold
4,177
– – 0.09% 129
2024
Q4 		$507K Sell
4,177
-646
-13% -$82.3K 0.09% 133
2024
Q3 		$591K Hold
4,823
– – 0.1% 123
2024
Q2 		$615K Sell
4,823
-129
-3% -$16.8K 0.12% 115
2024
Q1 		$652K Hold
4,952
– – 0.12% 115
2023
Q4 		$581K Hold
4,952
– – 0.12% 111
2023
Q3 		$628K Hold
4,952
– – 0.14% 103
2023
Q2 		$559K Hold
4,952
– – 0.13% 112
2023
Q1 		$566K Hold
4,952
– – 0.13% 115
2022
Q4 		$601K Sell
4,952
-84
-2% -$10.2K 0.16% 104
2022
Q3 		$512K Hold
5,036
– – 0.14% 109
2022
Q2 		$501K Buy
5,036
+23
+0.5% +$2.57K 0.12% 121
2022
Q1 		$537K Sell
5,013
-458
-8% -$44.1K 0.11% 128
2021
Q4 		$425K Hold
5,471
– – 0.09% 128
2021
Q3 		$404K Hold
5,471
– – 0.09% 131
2021
Q2 		$415K Sell
5,471
-562
-9% -$40.7K 0.09% 128
2021
Q1 		$410K Sell
6,033
-856
-12% -$54.7K 0.1% 127
2020
Q4 		$357K Sell
6,889
-1,872
-21% -$87.5K 0.09% 128
2020
Q3 		$353K Sell
8,761
-3,154
-26% -$150K 0.1% 130
2020
Q2 		$599K Buy
+11,915
New +$588K 0.19% 119
2020
Q1 		– Sell
-28,778
Closed -$2.35M – 99
2019
Q4 		$2.35M Buy
+28,778
New +$2.24M 1.08% 29

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 Insight Partners's VDE Position: Q1 2026 in Review

Capital Insight Partners sold out of Vanguard Energy ETF (VDE) in Q1 2026, closing a stake of 3,058 shares — an estimated $385K sold.

Capital Insight Partners first reported a position in VDE in Q4 2019 and held it in 24 quarters. The position peaked at $2.35M in Q4 2019. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Capital Insight Partners reported no remaining Vanguard Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 3,058 Vanguard Energy ETF shares in Q1 2026, an estimated $385K.
  • Capital Insight Partners first reported a position in Vanguard Energy ETF in Q4 2019 and held it in 24 quarters.
  • Capital Insight Partners's Vanguard Energy ETF position peaked at $2.35M in Q4 2019.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.