Evermay Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Evermay Wealth 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	$26K	Hold	150	–	–	﹤0.01%	371
2025 Q4	$18.9K	Sell	150 -206	-58%	-$25.9K	﹤0.01%	394
2025 Q3	$44.8K	Hold	356	–	–	0.01%	332
2025 Q2	$42.4K	Hold	356	–	–	0.01%	333
2025 Q1	$46.2K	Hold	356	–	–	0.01%	328
2024 Q4	$43.2K	Hold	356	–	–	0.01%	331
2024 Q3	$44K	Hold	356	–	–	0.01%	348
2024 Q2	$45.8K	Hold	356	–	–	0.01%	354
2024 Q1	$46.9K	Hold	356	–	–	0.01%	356
2023 Q4	$41.8K	Hold	356	–	–	0.01%	343
2023 Q3	$45.4K	Hold	356	–	–	0.01%	316
2023 Q2	$40.5K	Hold	356	–	–	0.01%	326
2023 Q1	$40.7K	Sell	356 -215	-38%	-$25.5K	0.01%	318
2022 Q4	$69.3K	Buy	571 +65	+13%	+$7.91K	0.01%	264
2022 Q3	$52K	Hold	506	–	–	0.01%	275
2022 Q2	$50K	Hold	506	–	–	0.01%	281
2022 Q1	$54K	Buy	506 +91	+22%	+$8.76K	0.01%	296
2021 Q4	$32K	Sell	415 -185	-31%	-$14.7K	0.01%	322
2021 Q3	$44K	Hold	600	–	–	0.01%	276
2021 Q2	$46K	Buy	+600	New	+$43.5K	0.01%	298

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

Evermay Wealth Management's VDE Position: Q1 2026 in Review

Evermay Wealth Management held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 150 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Evermay Wealth Management first reported a position in VDE in Q2 2021 and has held it in 20 quarters since. The position peaked at $69.3K in Q4 2022. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Evermay Wealth Management held 150 shares of Vanguard Energy ETF worth $26K as of Q1 2026.
Evermay Wealth Management left its Vanguard Energy ETF share count unchanged in Q1 2026.
Vanguard Energy ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #371 holding.
Evermay Wealth Management first reported a position in Vanguard Energy ETF in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's Vanguard Energy ETF position peaked at $69.3K in Q4 2022.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.