Clearstead Advisors’s Vanguard Energy ETF VDE Stock Holding History

Clearstead Advisors’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	$565K	Hold	3,263	–	–	0.01%	685
2025 Q4	$411K	Hold	3,263	–	–	0.01%	711
2025 Q3	$411K	Buy	3,263 +363	+13%	+$44.7K	0.01%	689
2025 Q2	$345K	Buy	2,900 +900	+45%	+$105K	﹤0.01%	717
2025 Q1	$259K	Sell	2,000 -512	-20%	-$64.7K	﹤0.01%	748
2024 Q4	$305K	Buy	2,512 +8	+0.3%	+$1.02K	﹤0.01%	720
2024 Q3	$307K	Buy	2,504 +4	+0.2%	+$500	﹤0.01%	719
2024 Q2	$319K	Buy	2,500 +500	+25%	+$65.1K	0.01%	653
2024 Q1	$261K	Hold	2,000	–	–	0.01%	425
2023 Q4	$235K	Sell	2,000 -2,000	-50%	-$240K	0.01%	436
2023 Q3	$507K	Buy	4,000 +2,000	+100%	+$245K	0.01%	408
2023 Q2	$226K	Buy	2,000 +800	+67%	+$90.1K	0.01%	415
2023 Q1	$137K	Hold	1,200	–	–	0.01%	451
2022 Q4	$146K	Hold	1,200	–	–	0.01%	423
2022 Q3	$122K	Hold	1,200	–	–	0.01%	441
2022 Q2	$119K	Hold	1,200	–	–	0.01%	467
2022 Q1	$128K	Hold	1,200	–	–	0.01%	500
2021 Q4	$93K	Buy	+1,200	New	+$95.5K	0.01%	544
2020 Q4	–	Sell	-1,390	Closed	-$56K	–	1026
2020 Q3	$56K	Hold	1,390	–	–	0.01%	452
2020 Q2	$70K	Hold	1,390	–	–	0.01%	395
2020 Q1	$53K	Buy	+1,390	New	+$88.2K	0.01%	405

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

Clearstead Advisors's VDE Position: Q1 2026 in Review

Clearstead Advisors held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 3,263 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #685.

Clearstead Advisors first reported a position in VDE in Q1 2020 and has held it in 21 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Clearstead Advisors held 3,263 shares of Vanguard Energy ETF worth $565K as of Q1 2026.
Clearstead Advisors left its Vanguard Energy ETF share count unchanged in Q1 2026.
Vanguard Energy ETF made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #685 holding.
Clearstead Advisors first reported a position in Vanguard Energy ETF in Q1 2020 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 Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.