Evelyn Partners Asset Management’s Vanguard Energy ETF VDE Stock Holding History

Evelyn Partners Asset Management’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	$11M	Buy	63,454 +2,639	+4%	+$399K	2.71%	9
2025 Q4	$7.66M	Sell	60,815 -454	-0.7%	-$57K	1.8%	20
2025 Q3	$7.71M	Buy	61,269 +1,428	+2%	+$176K	1.74%	20
2025 Q2	$7.13M	Buy	59,841 +1,618	+3%	+$188K	1.81%	19
2025 Q1	$7.55M	Buy	58,223 +1,366	+2%	+$172K	2.1%	17
2024 Q4	$6.9M	Buy	+56,857	New	+$7.24M	1.86%	18

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

Evelyn Partners Asset Management's VDE Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Vanguard Energy ETF (VDE) stake by 4.3% in Q1 2026, buying an estimated $399K and bringing the position to 63,454 shares worth $11M. The position accounts for 2.71% of the portfolio, ranked #9.

Evelyn Partners Asset Management first reported a position in VDE in Q4 2024 and has held it in 6 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Evelyn Partners Asset Management held 63,454 shares of Vanguard Energy ETF worth $11M as of Q1 2026.
Evelyn Partners Asset Management bought 2,639 Vanguard Energy ETF shares in Q1 2026, an estimated $399K.
Vanguard Energy ETF made up 2.71% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #9 holding.
Evelyn Partners Asset Management first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 6 quarters since.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.