Coppell Advisory Solutions’s Vanguard Energy ETF VDE Stock Holding History

Coppell Advisory Solutions’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	-3,372	Closed	-$427K	–	352
2025 Q4	$427K	Buy	3,372 +291	+9%	+$36.6K	0.04%	274
2025 Q3	$392K	Buy	3,081 +1,395	+83%	+$172K	0.04%	287
2025 Q2	$202K	Buy	+1,686	New	+$196K	0.02%	358
2025 Q1	–	Sell	-1,706	Closed	-$204K	–	1803
2024 Q4	$204K	Buy	1,706 +528	+45%	+$67.2K	0.03%	270
2024 Q3	$143K	Buy	1,178 +87	+8%	+$10.9K	0.02%	339
2024 Q2	$139K	Buy	+1,091	New	+$142K	0.02%	326
2023 Q4	$54.1K	Buy	+461	New	+$55.3K	0.01%	474
2023 Q3	–	Sell	-1,200	Closed	-$135K	–	1557
2023 Q2	$135K	Buy	+1,200	New	+$135K	0.04%	231

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

Coppell Advisory Solutions's VDE Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Vanguard Energy ETF (VDE) in Q1 2026, closing a stake of 3,372 shares — an estimated $427K sold.

Coppell Advisory Solutions first reported a position in VDE in Q2 2023 and held it in 8 quarters. The position peaked at $427K in Q4 2025. 774 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Coppell Advisory Solutions reported no remaining Vanguard Energy ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 3,372 Vanguard Energy ETF shares in Q1 2026, an estimated $427K.
Coppell Advisory Solutions first reported a position in Vanguard Energy ETF in Q2 2023 and held it in 8 quarters.
Coppell Advisory Solutions's Vanguard Energy ETF position peaked at $427K in Q4 2025.
774 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.