Elevate Wealth Advisory’s Vanguard Energy ETF VDE Stock Holding History

Elevate Wealth Advisory’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	$13.3K	Hold	77	–	–	0.01%	115
2025 Q4	$9.7K	Hold	77	–	–	0.01%	112
2025 Q3	$9.69K	Hold	77	–	–	0.01%	112
2025 Q2	$9.17K	Hold	77	–	–	0.01%	126
2025 Q1	$9.99K	Hold	77	–	–	0.01%	123
2024 Q4	$9.34K	Hold	77	–	–	0.01%	112
2024 Q3	$9.51K	Buy	+77	New	+$9.63K	0.01%	116

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

Elevate Wealth Advisory's VDE Position: Q1 2026 in Review

Elevate Wealth Advisory held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 77 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #115.

Elevate Wealth Advisory first reported a position in VDE in Q3 2024 and has held it in 7 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Elevate Wealth Advisory held 77 shares of Vanguard Energy ETF worth $13.3K as of Q1 2026.
Elevate Wealth Advisory left its Vanguard Energy ETF share count unchanged in Q1 2026.
Vanguard Energy ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q1 2026, its #115 holding.
Elevate Wealth Advisory first reported a position in Vanguard Energy ETF in Q3 2024 and has held it in 7 quarters since.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.