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

Evelyn Partners Investment Management Services’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	$2.66M	Sell	15,389 -481	-3%	-$72.8K	0.31%	61
2025 Q4	$2M	Buy	15,870 +2,894	+22%	+$364K	0.25%	67
2025 Q3	$1.63M	Buy	12,976 +455	+4%	+$56K	0.22%	69
2025 Q2	$1.49M	Sell	12,521 -466	-4%	-$54.2K	0.22%	66
2025 Q1	$1.68M	Buy	12,987 +191	+1%	+$24.1K	0.28%	62
2024 Q4	$1.55M	Buy	+12,796	New	+$1.63M	0.27%	58

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 $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 $1.78B AUM 14.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 Investment Management Services's VDE Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its Vanguard Energy ETF (VDE) stake by 3% in Q1 2026, selling an estimated $72.8K and leaving 15,389 shares worth $2.66M. The position accounts for 0.31% of the portfolio, ranked #61.

Evelyn Partners Investment Management Services first reported a position in VDE in Q4 2024 and has held it in 6 quarters since. 776 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Evelyn Partners Investment Management Services held 15,389 shares of Vanguard Energy ETF worth $2.66M as of Q1 2026.
Evelyn Partners Investment Management Services sold 481 Vanguard Energy ETF shares in Q1 2026, an estimated $72.8K.
Vanguard Energy ETF made up 0.31% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #61 holding.
Evelyn Partners Investment Management Services first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 6 quarters since.
776 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

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