CIAS
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Capital Investment Advisory Services’s Vanguard Energy ETF VDE Stock Holding History

Capital Investment Advisory Services’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 		$77.4K Buy
515
+140
+37% +$22.7K ﹤0.01% 859
2026
Q1 		$64.8K Sell
375
-98
-21% -$14.8K ﹤0.01% 813
2025
Q4 		$59.6K Buy
473
+7
+2% +$879 ﹤0.01% 797
2025
Q3 		$58.7K Buy
466
+11
+2% +$1.35K ﹤0.01% 754
2025
Q2 		$54.2K Sell
455
-514
-53% -$59.8K ﹤0.01% 736
2025
Q1 		$126K Buy
969
+401
+71% +$50.6K 0.01% 585
2024
Q4 		$69K Sell
568
-103
-15% -$13.1K 0.01% 615
2024
Q3 		$82.2K Hold
671
– – 0.01% 618
2024
Q2 		$85.5K Hold
671
– – 0.01% 586
2024
Q1 		$88.3K Sell
671
-6
-0.9% -$719 0.01% 578
2023
Q4 		$79.4K Buy
677
+2
+0.3% +$240 0.01% 618
2023
Q3 		$85.5K Buy
675
+1
+0.1% +$122 0.01% 571
2023
Q2 		$76.1K Hold
674
– – 0.01% 567
2023
Q1 		$77K Buy
674
+1
+0.1% +$119 0.01% 564
2022
Q4 		$81.6K Hold
673
– – 0.01% 571
2022
Q3 		$68K Sell
673
-120
-15% -$12.8K 0.01% 545
2022
Q2 		$79K Hold
793
– – 0.01% 553
2022
Q1 		$85K Hold
793
– – 0.01% 584
2021
Q4 		$62K Hold
793
– – 0.01% 584
2021
Q3 		$59K Buy
793
+372
+88% +$25.9K 0.01% 556
2021
Q2 		$32K Buy
421
+200
+90% +$14.5K ﹤0.01% 620
2021
Q1 		$15K Buy
221
+83
+60% +$5.31K ﹤0.01% 634
2020
Q4 		$7K Hold
138
– – ﹤0.01% 646
2020
Q3 		$6K Hold
138
– – ﹤0.01% 570
2020
Q2 		$7K Hold
138
– – ﹤0.01% 502
2020
Q1 		$5K Hold
138
– – ﹤0.01% 505
2019
Q4 		$11K Hold
138
– – ﹤0.01% 474
2019
Q3 		$11K Hold
138
– – ﹤0.01% 971
2019
Q2 		$12K Hold
138
– – ﹤0.01% 924
2019
Q1 		$12K Hold
138
– – ﹤0.01% 810
2018
Q4 		$11K Buy
+138
New +$12.6K ﹤0.01% 791

Other funds holding VDE

GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Capital Investment Advisory Services's VDE Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Vanguard Energy ETF (VDE) stake by 37% in Q2 2026, buying an estimated $22.7K and bringing the position to 515 shares worth $77.4K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Capital Investment Advisory Services first reported a position in VDE in Q4 2018 and has held it in 31 quarters since. The position peaked at $126K in Q1 2025. 288 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Capital Investment Advisory Services held 515 shares of Vanguard Energy ETF worth $77.4K as of Q2 2026.
  • Capital Investment Advisory Services bought 140 Vanguard Energy ETF shares in Q2 2026, an estimated $22.7K.
  • Vanguard Energy ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #859 holding.
  • Capital Investment Advisory Services first reported a position in Vanguard Energy ETF in Q4 2018 and has held it in 31 quarters since.
  • Capital Investment Advisory Services's Vanguard Energy ETF position peaked at $126K in Q1 2025.
  • 288 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.