EWA
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EverSource Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

EverSource Wealth Advisors’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 		$240K Buy
1,389
+691
+99% +$105K 0.01% 950
2025
Q4 		$87.9K Hold
698
– – ﹤0.01% 1387
2025
Q3 		$87.8K Hold
698
– – ﹤0.01% 1356
2025
Q2 		$83.1K Buy
698
+1
+0.1% +$116 ﹤0.01% 1307
2025
Q1 		$90.4K Sell
697
-80
-10% -$10.1K 0.01% 948
2024
Q4 		$94.3K Buy
777
+31
+4% +$3.95K 0.01% 925
2024
Q3 		$91.3K Sell
746
-18
-2% -$2.25K 0.01% 823
2024
Q2 		$99.8K Buy
764
+1
+0.1% +$130 0.01% 801
2024
Q1 		$99.5K Sell
763
-175
-19% -$21K 0.01% 711
2023
Q4 		$110K Sell
938
-468
-33% -$56.1K 0.01% 602
2023
Q3 		$178K Buy
1,406
+565
+67% +$69.2K 0.02% 422
2023
Q2 		$94.9K Buy
841
+64
+8% +$7.21K 0.01% 599
2023
Q1 		$88.8K Sell
777
-171
-18% -$20.3K 0.01% 579
2022
Q4 		$115K Buy
948
+105
+12% +$12.8K 0.02% 462
2022
Q3 		$86K Sell
843
-296
-26% -$31.5K 0.02% 472
2022
Q2 		$113K Buy
1,139
+83
+8% +$9.29K 0.03% 347
2022
Q1 		$113K Sell
1,056
-284
-21% -$27.3K 0.03% 317
2021
Q4 		$104K Buy
+1,340
New +$107K 0.03% 306

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 $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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.