Evolution Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Evolution 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	$2.16M	Sell	12,485 -5,978	-32%	-$904K	0.22%	47
2025 Q4	$2.32M	Sell	18,463 -33,249	-64%	-$4.18M	0.23%	43
2025 Q3	$6.51M	Sell	51,712 -1,053	-2%	-$130K	0.87%	24
2025 Q2	$6.29M	Sell	52,765 -2,665	-5%	-$310K	0.92%	23
2025 Q1	$7.19M	Sell	55,430 -1,090	-2%	-$138K	1.2%	19
2024 Q4	$6.86M	Buy	56,520 +26,690	+89%	+$3.4M	1.15%	21
2024 Q3	$3.65M	Sell	29,830 -205	-0.7%	-$25.6K	0.66%	32
2024 Q2	$3.83M	Sell	30,035 -5	-0%	-$651	0.75%	30
2024 Q1	$3.96M	Sell	30,040 -135	-0.4%	-$16.2K	0.76%	29
2023 Q4	$3.54M	Buy	30,175 +17,415	+136%	+$2.09M	0.71%	33
2023 Q3	$1.62M	Hold	12,760	–	–	0.36%	44
2023 Q2	$1.44M	Buy	12,760 +110	+0.9%	+$12.4K	0.32%	42
2023 Q1	$1.45M	Buy	12,650 +115	+0.9%	+$13.6K	0.35%	42
2022 Q4	$1.52M	Buy	12,535 +545	+5%	+$66.3K	0.38%	41
2022 Q3	$1.22M	Buy	11,990 +240	+2%	+$25.5K	0.33%	43
2022 Q2	$1.17M	Sell	11,750 -1,775	-13%	-$199K	0.3%	47
2022 Q1	$1.45M	Sell	13,525 -5	-0%	-$481	0.3%	46
2021 Q4	$1.05K	Buy	13,530 +10,215	+308%	+$813K	0.16%	50
2021 Q3	$245K	Sell	3,315 -20,790	-86%	-$1.45M	0.05%	93
2021 Q2	$1.83M	Sell	24,105 -2,400	-9%	-$174K	0.37%	45
2021 Q1	$1.8M	Sell	26,505 -340	-1%	-$21.7K	0.4%	47
2020 Q4	$1.39M	Sell	26,845 -255	-0.9%	-$11.9K	0.31%	52
2020 Q3	$1.09M	Sell	27,100 -27,870	-51%	-$1.33M	0.3%	49
2020 Q2	$2.77M	Buy	54,970 +49,665	+936%	+$2.45M	0.91%	22
2020 Q1	$203K	Sell	5,305 -20,785	-80%	-$1.32M	0.08%	60
2019 Q4	$2.13M	Buy	26,090 +22,585	+644%	+$1.76M	0.53%	27
2019 Q3	$273K	Sell	3,505 -2,300	-40%	-$184K	0.13%	28
2019 Q2	$494K	Buy	5,805 +110	+2%	+$9.47K	0.21%	30
2019 Q1	$509K	Sell	5,695 -21,658	-79%	-$1.88M	0.23%	37
2018 Q4	$2.11M	Buy	+27,353	New	+$2.5M	0.96%	30

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

Evolution Wealth Advisors's VDE Position: Q1 2026 in Review

Evolution Wealth Advisors reduced its Vanguard Energy ETF (VDE) stake by 32% in Q1 2026, selling an estimated $904K and leaving 12,485 shares worth $2.16M. The position accounts for 0.22% of the portfolio, ranked #47.

Evolution Wealth Advisors first reported a position in VDE in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.19M in Q1 2025. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Evolution Wealth Advisors held 12,485 shares of Vanguard Energy ETF worth $2.16M as of Q1 2026.
Evolution Wealth Advisors sold 5,978 Vanguard Energy ETF shares in Q1 2026, an estimated $904K.
Vanguard Energy ETF made up 0.22% of Evolution Wealth Advisors's portfolio in Q1 2026, its #47 holding.
Evolution Wealth Advisors first reported a position in Vanguard Energy ETF in Q4 2018 and has held it in 30 quarters since.
Evolution Wealth Advisors's Vanguard Energy ETF position peaked at $7.19M in Q1 2025.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.