Evergreen Wealth Solutions’s Vanguard Energy ETF VDE Stock Holding History

Evergreen Wealth 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	$1.58M	Buy	+9,136	New	+$1.38M	0.11%	125

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

Evergreen Wealth Solutions's VDE Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in Vanguard Energy ETF (VDE) in Q1 2026: 9,136 shares worth $1.58M. The stake represents 0.11% of the portfolio and ranks #125 among its holdings.

772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Evergreen Wealth Solutions held 9,136 shares of Vanguard Energy ETF worth $1.58M as of Q1 2026.
Vanguard Energy ETF was a new Evergreen Wealth Solutions position in Q1 2026.
Vanguard Energy ETF made up 0.11% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #125 holding.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.