Evergreen Capital Management’s Vanguard Energy ETF VDE Stock Holding History

Evergreen Capital 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 Q2	$21.8M	Sell	145,342 -502	-0.3%	-$81.3K	0.38%	58
2026 Q1	$25.2M	Buy	145,844 +3,007	+2%	+$455K	0.55%	35
2025 Q4	$18M	Buy	142,837 +1,069	+0.8%	+$134K	0.4%	55
2025 Q3	$17.8M	Hold	141,768	–	–	0.42%	53
2025 Q2	$16.9M	Buy	141,768 +2,166	+2%	+$252K	0.51%	46
2025 Q1	$18.1M	Buy	139,602 +3,390	+2%	+$428K	0.61%	30
2024 Q4	$16.5M	Sell	136,212 -367	-0.3%	-$46.7K	0.54%	45
2024 Q3	$16.9M	Buy	136,579 +1,000	+0.7%	+$125K	0.57%	42
2024 Q2	$17.4M	Buy	135,579 +100	+0.1%	+$13K	0.63%	32
2024 Q1	$17.8M	Sell	135,479 -1,789	-1%	-$214K	0.67%	24
2023 Q4	$16.1M	Sell	137,268 -1,900	-1%	-$228K	0.66%	24
2023 Q3	$17.8M	Buy	139,168 +200	+0.1%	+$24.5K	0.78%	19
2023 Q2	$15.8M	Buy	138,968 +2,964	+2%	+$334K	0.66%	27
2023 Q1	$15.5M	Buy	136,004 +8,129	+6%	+$964K	0.7%	27
2022 Q4	$15.5M	Buy	127,875 +3,810	+3%	+$464K	0.73%	27
2022 Q3	$12.7M	Buy	124,065 +4,844	+4%	+$515K	0.66%	30
2022 Q2	$11.9M	Sell	119,221 -20,472	-15%	-$2.29M	0.62%	43
2022 Q1	$15M	Buy	139,693 +4,714	+3%	+$454K	0.61%	39
2021 Q4	$10.5M	Buy	134,979 +4,619	+4%	+$367K	0.42%	64
2021 Q3	$9.63M	Buy	130,360 +700	+0.5%	+$48.8K	0.44%	63
2021 Q2	$9.84M	Buy	129,660 +13,628	+12%	+$988K	0.47%	50
2021 Q1	$7.89M	Buy	116,032 +44,520	+62%	+$2.85M	0.4%	67
2020 Q4	$3.71M	Sell	71,512 -5,822	-8%	-$272K	0.22%	110
2020 Q3	$3.12M	Buy	77,334 +18,716	+32%	+$890K	0.22%	112
2020 Q2	$2.95M	Sell	58,618 -5,406	-8%	-$267K	0.22%	107
2020 Q1	$2.45M	Buy	64,024 +29,197	+84%	+$1.85M	0.23%	95
2019 Q4	$2.84M	Buy	34,827 +549	+2%	+$42.7K	0.24%	95
2019 Q3	$2.67M	Sell	34,278 -500	-1%	-$40K	0.25%	89
2019 Q2	$2.96M	Buy	34,778 +5,499	+19%	+$473K	0.28%	86
2019 Q1	$2.62M	Buy	29,279 +2	+0%	+$174	0.26%	93
2018 Q4	$2.26M	Buy	29,277 +25,277	+632%	+$2.31M	0.24%	100
2018 Q3	$420K	Buy	+4,000	New	+$415K	0.04%	238

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

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

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

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

Evergreen Capital Management's VDE Position: Q2 2026 in Review

Evergreen Capital Management reduced its Vanguard Energy ETF (VDE) stake by 0.34% in Q2 2026, selling an estimated $81.3K and leaving 145,342 shares worth $21.8M. The position accounts for 0.38% of the portfolio, ranked #58.

Evergreen Capital Management first reported a position in VDE in Q3 2018 and has held it in 32 quarters since. The position peaked at $25.2M in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Evergreen Capital Management held 145,342 shares of Vanguard Energy ETF worth $21.8M as of Q2 2026.
Evergreen Capital Management sold 502 Vanguard Energy ETF shares in Q2 2026, an estimated $81.3K.
Vanguard Energy ETF made up 0.38% of Evergreen Capital Management's portfolio in Q2 2026, its #58 holding.
Evergreen Capital Management first reported a position in Vanguard Energy ETF in Q3 2018 and has held it in 32 quarters since.
Evergreen Capital Management's Vanguard Energy ETF position peaked at $25.2M in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.