Envestnet Portfolio Solutions
VDE icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return