EWA
VDE icon

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

Exencial 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 		$245K Buy
+1,413
New +$214K 0.01% 521
2020
Q1 		– Sell
-2,819
Closed -$230K – 274
2019
Q4 		$230K Buy
+2,819
New +$219K 0.04% 240

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Exencial Wealth Advisors opened a new position in Vanguard Energy ETF (VDE) in Q1 2026: 1,413 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #521 among its holdings. This is a return to the name: Exencial Wealth Advisors previously reported a position in VDE as recently as Q4 2019.

Exencial Wealth Advisors first reported a position in VDE in Q4 2019 and has held it in 2 quarters since. 780 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Exencial Wealth Advisors held 1,413 shares of Vanguard Energy ETF worth $245K as of Q1 2026.
  • Vanguard Energy ETF was a new Exencial Wealth Advisors position in Q1 2026.
  • Vanguard Energy ETF made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #521 holding.
  • Exencial Wealth Advisors first reported a position in Vanguard Energy ETF in Q4 2019 and has held it in 2 quarters since.
  • 780 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.