EverSource Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
Other funds holding VDE
BCMIO
EverSource Wealth Advisors's VDE Position: Q1 2026 in Review
EverSource Wealth Advisors increased its Vanguard Energy ETF (VDE) stake by 99% in Q1 2026, buying an estimated $105K and bringing the position to 1,389 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #950.
EverSource Wealth Advisors first reported a position in VDE in Q4 2021 and has held it in 18 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.
- EverSource Wealth Advisors held 1,389 shares of Vanguard Energy ETF worth $240K as of Q1 2026.
- EverSource Wealth Advisors bought 691 Vanguard Energy ETF shares in Q1 2026, an estimated $105K.
- Vanguard Energy ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #950 holding.
- EverSource Wealth Advisors first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 18 quarters since.
- 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.
Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.