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

Evelyn Partners Investment 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 		$13.5K Sell
78
-7
-8% -$1.06K ﹤0.01% 347
2025
Q4 		$10.7K Hold
85
– – ﹤0.01% 355
2025
Q3 		$10.7K Sell
85
-403
-83% -$49.6K ﹤0.01% 347
2025
Q2 		$58.1K Buy
+488
New +$56.8K ﹤0.01% 273

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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $570B AUM 27.57% 1-Year Est. Return

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

Evelyn Partners Investment Management reduced its Vanguard Energy ETF (VDE) stake by 8.2% in Q1 2026, selling an estimated $1.06K and leaving 78 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Evelyn Partners Investment Management first reported a position in VDE in Q2 2025 and has held it in 4 quarters since. The position peaked at $58.1K in Q2 2025. 776 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Evelyn Partners Investment Management held 78 shares of Vanguard Energy ETF worth $13.5K as of Q1 2026.
  • Evelyn Partners Investment Management sold 7 Vanguard Energy ETF shares in Q1 2026, an estimated $1.06K.
  • Vanguard Energy ETF made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #347 holding.
  • Evelyn Partners Investment Management first reported a position in Vanguard Energy ETF in Q2 2025 and has held it in 4 quarters since.
  • Evelyn Partners Investment Management's Vanguard Energy ETF position peaked at $58.1K in Q2 2025.
  • 776 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

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