Envestnet Portfolio Solutions’s Vanguard Energy ETF VDE Stock Holding History

Envestnet Portfolio 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	-1,851	Closed	-$233K	–	1512
2025 Q4	$233K	Sell	1,851 -280	-13%	-$35.2K	﹤0.01%	1407
2025 Q3	$268K	Sell	2,131 -15,288	-88%	-$1.88M	﹤0.01%	1303
2025 Q2	$2.07M	Sell	17,419 -13,594	-44%	-$1.58M	0.01%	555
2025 Q1	$4.02M	Buy	31,013 +1,954	+7%	+$247K	0.02%	414
2024 Q4	$3.53M	Buy	29,059 +843	+3%	+$107K	0.01%	489
2024 Q3	$3.46M	Sell	28,216 -25,956	-48%	-$3.25M	0.01%	499
2024 Q2	$6.91M	Sell	54,172 -2,939	-5%	-$383K	0.02%	301
2024 Q1	$7.52M	Buy	57,111 +32,856	+135%	+$3.94M	0.03%	290
2023 Q4	$2.84M	Sell	24,255 -44,405	-65%	-$5.32M	0.01%	495
2023 Q3	$8.7M	Buy	+68,660	New	+$8.41M	0.04%	205

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Portfolio Solutions's VDE Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Vanguard Energy ETF (VDE) in Q1 2026, closing a stake of 1,851 shares — an estimated $233K sold.

Envestnet Portfolio Solutions first reported a position in VDE in Q3 2023 and held it in 10 quarters. The position peaked at $8.7M in Q3 2023. 780 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Vanguard Energy ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 1,851 Vanguard Energy ETF shares in Q1 2026, an estimated $233K.
Envestnet Portfolio Solutions first reported a position in Vanguard Energy ETF in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's Vanguard Energy ETF position peaked at $8.7M in Q3 2023.
780 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.