Financial Advocates Investment Management’s Vanguard Energy ETF VDE Stock Holding History

Financial Advocates Investment 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
2025 Q3	–	Sell	-5,087	Closed	-$606K	–	577
2025 Q2	$606K	Sell	5,087 -20	-0.4%	-$2.33K	0.05%	320
2025 Q1	$662K	Buy	5,107 +80	+2%	+$10.1K	0.05%	367
2024 Q4	$610K	Buy	5,027 +64	+1%	+$8.15K	0.03%	401
2024 Q3	$608K	Buy	4,963 +1,207	+32%	+$151K	0.03%	406
2024 Q2	$479K	Sell	3,756 -290	-7%	-$37.8K	0.03%	446
2024 Q1	$626K	Buy	4,046 +105	+3%	+$12.6K	0.04%	410
2023 Q4	$462K	Buy	3,941 +1,227	+45%	+$147K	0.03%	444
2023 Q3	$355K	Sell	2,714 -927	-25%	-$113K	0.03%	486
2023 Q2	$411K	Buy	3,641 +640	+21%	+$72.1K	0.03%	443
2023 Q1	$343K	Sell	3,001 -189	-6%	-$22.4K	0.02%	511
2022 Q4	$387K	Buy	3,190 +1,067	+50%	+$130K	0.03%	505
2022 Q3	$216K	Buy	+2,123	New	+$226K	0.02%	655
2022 Q1	–	Sell	-3,228	Closed	-$303K	–	818
2021 Q4	$303K	Buy	+3,228	New	+$257K	0.02%	633
2018 Q3	–	Sell	-2,632	Closed	-$274K	–	525
2018 Q2	$274K	Sell	2,632 -8	-0.3%	-$819	0.03%	390
2018 Q1	$244K	Sell	2,640 -146	-5%	-$14.1K	0.03%	411
2017 Q4	$276K	Buy	+2,786	New	+$262K	0.04%	379

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Advocates Investment Management's VDE Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Vanguard Energy ETF (VDE) in Q3 2025, closing a stake of 5,087 shares — an estimated $606K sold.

Financial Advocates Investment Management first reported a position in VDE in Q4 2017 and held it in 16 quarters. The position peaked at $662K in Q1 2025. 636 funds tracked by Wall St. Rank hold VDE as of Q3 2025.

Financial Advocates Investment Management reported no remaining Vanguard Energy ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 5,087 Vanguard Energy ETF shares in Q3 2025, an estimated $606K.
Financial Advocates Investment Management first reported a position in Vanguard Energy ETF in Q4 2017 and held it in 16 quarters.
Financial Advocates Investment Management's Vanguard Energy ETF position peaked at $662K in Q1 2025.
636 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.